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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 | $213,005 | $213,785-0.4% | $185,441+14.9% | $155,188+37.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 13.74% | 19.97%-6.2pp | 20.16%-6.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $4,318 | $5,393-19.9% | $4,672-7.6% | $4,248+1.6% |
| Participant deferral / active EE | $3,412 | $6,864-50.3% | $6,152-44.5% | $6,531-47.8% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |