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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 | $111,214 | $181,896-38.9% | $156,551-29.0% | $273,972-59.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.79% | 30.74%-18.0pp | 32.23%-19.4pp | 41.46%-28.7pp |
| Employer contribution / active EE | $8,878 | $6,248+42.1% | $5,501+61.4% | $4,869+82.4% |
| Participant deferral / active EE | $4,675 | $5,550-15.8% | $4,871-4.0% | $5,287-11.6% |
| Admin fee / account holder | $155 | $15,560-99.0% | $13,028-98.8% | $10,133-98.5% |