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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 | $201,361 | $181,896+10.7% | $156,551+28.6% | $273,972-26.5% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 8.66% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,334 | $6,248-78.6% | $5,501-75.7% | $4,869-72.6% |
| Participant deferral / active EE | $3,615 | $5,550-34.9% | $4,871-25.8% | $5,287-31.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |