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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 | $219,742 | $153,769+42.9% | $133,975+64.0% | $273,972-19.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.91% | 36.51%-27.6pp | 29.29%-20.4pp | 41.46%-32.5pp |
| Employer contribution / active EE | $5,573 | $6,029-7.6% | $5,211+6.9% | $4,869+14.5% |
| Participant deferral / active EE | $8,172 | $6,958+17.4% | $6,282+30.1% | $5,287+54.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |