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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 | $101,274 | $181,896-44.3% | $156,551-35.3% | $273,972-63.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 9.67% | 30.74%-21.1pp | 32.23%-22.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $9,700 | $6,248+55.2% | $5,501+76.3% | $4,869+99.2% |
| Participant deferral / active EE | $10,115 | $5,550+82.3% | $4,871+107.7% | $5,287+91.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |