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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 | $127,630 | $153,774-17.0% | $133,979-4.7% | $273,970-53.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.37% | 36.51%-26.1pp | 29.30%-18.9pp | 41.46%-31.1pp |
| Employer contribution / active EE | $7,919 | $6,029+31.4% | $5,211+52.0% | $4,869+62.7% |
| Participant deferral / active EE | $9,476 | $6,958+36.2% | $6,282+50.9% | $5,287+79.2% |
| Admin fee / account holder | $32 | $11,765-99.7% | $9,324-99.7% | $10,132-99.7% |