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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 | $97,211 | $181,896-46.6% | $156,551-37.9% | $273,972-64.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.12% | 30.74%-21.6pp | 32.23%-23.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $11,457 | $6,248+83.4% | $5,501+108.3% | $4,869+135.3% |
| Participant deferral / active EE | $7,147 | $5,550+28.8% | $4,871+46.7% | $5,287+35.2% |
| Admin fee / account holder | $131 | $15,560-99.2% | $13,028-99.0% | $10,133-98.7% |