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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 | $124,489 | $153,769-19.0% | $133,975-7.1% | $273,972-54.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.05% | 36.51%-26.5pp | 29.29%-19.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $8,938 | $6,029+48.2% | $5,211+71.5% | $4,869+83.6% |
| Participant deferral / active EE | $10,500 | $6,958+50.9% | $6,282+67.2% | $5,287+98.6% |
| Admin fee / account holder | $35 | $11,765-99.7% | $9,324-99.6% | $10,133-99.7% |