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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,183 | $153,769-63.5% | $133,975-58.1% | $273,972-79.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.00% | 36.51%-27.5pp | 29.29%-20.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $7,605 | $6,029+26.1% | $5,211+45.9% | $4,869+56.2% |
| Participant deferral / active EE | $6,256 | $6,958-10.1% | $6,282-0.4% | $5,287+18.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |