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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 | $175,842 | $181,896-3.3% | $156,551+12.3% | $273,972-35.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.69% | 30.74%-23.1pp | 32.23%-24.5pp | 41.46%-33.8pp |
| Employer contribution / active EE | $7,011 | $6,248+12.2% | $5,501+27.4% | $4,869+44.0% |
| Participant deferral / active EE | $6,998 | $5,550+26.1% | $4,871+43.7% | $5,287+32.4% |
| Admin fee / account holder | $215 | $15,560-98.6% | $13,028-98.4% | $10,133-97.9% |