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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 | $46,155 | $184,014-74.9% | $161,149-71.4% | $138,895-66.8% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.8%-8.2pp | 79.9%-9.3pp |
| Annual return | 22.52% | 21.52%+1.0pp | 21.16%+1.4pp | 145.39%-122.9pp |
| Employer contribution / active EE | $3,618 | $5,055-28.4% | $4,360-17.0% | $4,194-13.7% |
| Participant deferral / active EE | $7,219 | $6,909+4.5% | $6,153+17.3% | $6,396+12.9% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |