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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 | $170,786 | $97,289+75.5% | $92,805+84.0% | $155,188+10.1% |
| Participation rate | 75.0% | 84.2%-9.2pp | 83.5%-8.5pp | 80.8%-5.8pp |
| Annual return | 18.93% | 29.03%-10.1pp | 31.59%-12.7pp | 148.84%-129.9pp |
| Employer contribution / active EE | $4,601 | $3,632+26.7% | $3,424+34.4% | $4,248+8.3% |
| Participant deferral / active EE | $7,238 | $8,795-17.7% | $8,448-14.3% | $6,531+10.8% |
| Admin fee / account holder | $0 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |