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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 | $168,717 | $153,769+9.7% | $133,975+25.9% | $273,972-38.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.55% | 36.51%-33.0pp | 29.29%-25.7pp | 41.46%-37.9pp |
| Employer contribution / active EE | $16,418 | $6,029+172.3% | $5,211+215.1% | $4,869+237.2% |
| Participant deferral / active EE | $10,663 | $6,958+53.2% | $6,282+69.7% | $5,287+101.7% |
| Admin fee / account holder | $127 | $11,765-98.9% | $9,324-98.6% | $10,133-98.7% |