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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 | $139,170 | $153,769-9.5% | $133,975+3.9% | $273,972-49.2% |
| Participation rate | 78.6% | 88.4%-9.8pp | 87.1%-8.5pp | 83.0%-4.4pp |
| Annual return | 7.52% | 36.51%-29.0pp | 29.29%-21.8pp | 41.46%-33.9pp |
| Employer contribution / active EE | $3,169 | $6,029-47.4% | $5,211-39.2% | $4,869-34.9% |
| Participant deferral / active EE | $6,964 | $6,958+0.1% | $6,282+10.9% | $5,287+31.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |