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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 | $184,014-21.7% | $161,149-10.5% | $138,895+3.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.8%+4.5pp | 79.9%+3.4pp |
| Annual return | 19.04% | 21.52%-2.5pp | 21.16%-2.1pp | 145.39%-126.4pp |
| Employer contribution / active EE | $3,627 | $5,055-28.2% | $4,360-16.8% | $4,194-13.5% |
| Participant deferral / active EE | $7,255 | $6,909+5.0% | $6,153+17.9% | $6,396+13.4% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |