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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 | $132,994 | $153,769-13.5% | $133,975-0.7% | $273,972-51.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 37.24% | 36.51%+0.7pp | 29.29%+8.0pp | 41.46%-4.2pp |
| Employer contribution / active EE | $5,041 | $6,029-16.4% | $5,211-3.3% | $4,869+3.5% |
| Participant deferral / active EE | $9,246 | $6,958+32.9% | $6,282+47.2% | $5,287+74.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |