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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 | $131,577 | $181,896-27.7% | $156,551-16.0% | $273,972-52.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.56% | 30.74%-22.2pp | 32.23%-23.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $10,680 | $6,248+70.9% | $5,501+94.1% | $4,869+119.4% |
| Participant deferral / active EE | $6,004 | $5,550+8.2% | $4,871+23.3% | $5,287+13.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |