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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 | $131,026 | $126,661+3.4% | $113,397+15.5% | $138,895-5.7% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 19.63% | 25.05%-5.4pp | 23.20%-3.6pp | 145.39%-125.8pp |
| Employer contribution / active EE | $1,924 | $3,456-44.3% | $2,977-35.4% | $4,194-54.1% |
| Participant deferral / active EE | $9,517 | $5,693+67.2% | $5,076+87.5% | $6,396+48.8% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |