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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 | $248,224 | $153,769+61.4% | $133,975+85.3% | $273,972-9.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.28% | 36.51%-29.2pp | 29.29%-22.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $6,427 | $6,029+6.6% | $5,211+23.3% | $4,869+32.0% |
| Participant deferral / active EE | $10,637 | $6,958+52.9% | $6,282+69.3% | $5,287+101.2% |
| Admin fee / account holder | $183 | $11,765-98.4% | $9,324-98.0% | $10,133-98.2% |