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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 | $152,331 | $181,896-16.3% | $156,551-2.7% | $273,972-44.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.77% | 30.74%-22.0pp | 32.23%-23.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $8,671 | $6,248+38.8% | $5,501+57.6% | $4,869+78.1% |
| Participant deferral / active EE | $7,671 | $5,550+38.2% | $4,871+57.5% | $5,287+45.1% |
| Admin fee / account holder | $47 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |