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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 | $178,999 | $135,905+31.7% | $126,068+42.0% | $198,609-9.9% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 18.54% | 14.07%+4.5pp | 15.01%+3.5pp | 202.70%-184.2pp |
| Employer contribution / active EE | $5,306 | $4,245+25.0% | $3,968+33.7% | $5,055+4.9% |
| Participant deferral / active EE | $10,580 | $8,523+24.1% | $8,214+28.8% | $6,977+51.6% |
| Admin fee / account holder | $20 | $21,036-99.9% | $18,264-99.9% | $19,030-99.9% |