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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 | $120,153 | $181,896-33.9% | $156,551-23.2% | $273,972-56.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.52% | 30.74%-21.2pp | 32.23%-22.7pp | 41.46%-31.9pp |
| Employer contribution / active EE | $6,573 | $6,248+5.2% | $5,501+19.5% | $4,869+35.0% |
| Participant deferral / active EE | $4,244 | $5,550-23.5% | $4,871-12.9% | $5,287-19.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |