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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 | $243,236 | $181,896+33.7% | $156,551+55.4% | $273,972-11.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.14% | 30.74%-21.6pp | 32.23%-23.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $7,535 | $6,248+20.6% | $5,501+37.0% | $4,869+54.8% |
| Participant deferral / active EE | $7,083 | $5,550+27.6% | $4,871+45.4% | $5,287+34.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |