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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 | $136,654 | $135,956+0.5% | $123,894+10.3% | $273,972-50.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 12.87% | 56.63%-43.8pp | 47.52%-34.6pp | 41.46%-28.6pp |
| Employer contribution / active EE | $4,072 | $5,170-21.2% | $4,617-11.8% | $4,869-16.4% |
| Participant deferral / active EE | $8,141 | $6,343+28.4% | $5,984+36.0% | $5,287+54.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |