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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 | $162,801 | $181,896-10.5% | $156,551+4.0% | $273,972-40.6% |
| Participation rate | 95.7% | 88.4%+7.3pp | 84.0%+11.6pp | 83.0%+12.6pp |
| Annual return | 9.23% | 30.74%-21.5pp | 32.23%-23.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $6,809 | $6,248+9.0% | $5,501+23.8% | $4,869+39.9% |
| Participant deferral / active EE | $5,357 | $5,550-3.5% | $4,871+10.0% | $5,287+1.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |