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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 | $144,148 | $213,785-32.6% | $185,441-22.3% | $155,188-7.1% |
| Participation rate | 83.3% | 83.2%+0.1pp | 80.3%+3.1pp | 80.8%+2.5pp |
| Annual return | 19.04% | 19.97%-0.9pp | 20.16%-1.1pp | 148.84%-129.8pp |
| Employer contribution / active EE | $3,627 | $5,393-32.7% | $4,672-22.4% | $4,248-14.6% |
| Participant deferral / active EE | $7,255 | $6,864+5.7% | $6,152+17.9% | $6,531+11.1% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |