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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 | $69,662 | $181,896-61.7% | $156,551-55.5% | $273,972-74.6% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 7.18% | 30.74%-23.6pp | 32.23%-25.0pp | 41.46%-34.3pp |
| Employer contribution / active EE | $8,835 | $6,248+41.4% | $5,501+60.6% | $4,869+81.5% |
| Participant deferral / active EE | $5,214 | $5,550-6.0% | $4,871+7.0% | $5,287-1.4% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |