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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 | $145,327 | $181,896-20.1% | $156,551-7.2% | $273,972-47.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.29% | 30.74%-24.5pp | 32.23%-25.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $12,883 | $6,248+106.2% | $5,501+134.2% | $4,869+164.6% |
| Participant deferral / active EE | $6,400 | $5,550+15.3% | $4,871+31.4% | $5,287+21.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |