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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 | $177,586 | $136,860+29.8% | $120,344+47.6% | $154,746+14.8% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 11.04% | 21.38%-10.3pp | 20.30%-9.3pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,614 | $3,533-54.3% | $3,020-46.5% | $4,379-63.1% |
| Participant deferral / active EE | $2,245 | $5,793-61.3% | $5,135-56.3% | $6,730-66.6% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |