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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 | $141,639 | $181,896-22.1% | $156,551-9.5% | $273,972-48.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.81% | 30.74%-26.9pp | 32.23%-28.4pp | 41.46%-37.6pp |
| Employer contribution / active EE | $6,623 | $6,248+6.0% | $5,501+20.4% | $4,869+36.0% |
| Participant deferral / active EE | $6,913 | $5,550+24.6% | $4,871+41.9% | $5,287+30.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |