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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 | $185,892 | $102,609+81.2% | $98,090+89.5% | $138,895+33.8% |
| Participation rate | 82.6% | 82.8%-0.2pp | 81.5%+1.1pp | 79.9%+2.7pp |
| Annual return | 14.87% | 36.44%-21.6pp | 37.05%-22.2pp | 145.39%-130.5pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,250 | $8,167-11.2% | $7,845-7.6% | $6,396+13.3% |
| Admin fee / account holder | $203 | $11,434-98.2% | $11,815-98.3% | $12,562-98.4% |