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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 | $119,804 | $124,213-3.5% | $118,106+1.4% | $154,746-22.6% |
| Participation rate | 88.9% | 83.6%+5.3pp | 81.9%+7.0pp | 80.7%+8.2pp |
| Annual return | 17.73% | 18.29%-0.6pp | 19.44%-1.7pp | 172.34%-154.6pp |
| Employer contribution / active EE | $14,754 | $4,905+200.8% | $4,698+214.0% | $4,379+236.9% |
| Participant deferral / active EE | $7,230 | $6,859+5.4% | $6,619+9.2% | $6,730+7.4% |
| Admin fee / account holder | $0 | $9,627-100.0% | $8,973-100.0% | $14,365-100.0% |