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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 | $175,827 | $174,379+0.8% | $152,093+15.6% | $138,895+26.6% |
| Participation rate | 94.1% | 81.6%+12.5pp | 77.8%+16.4pp | 79.9%+14.2pp |
| Annual return | 14.74% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,204 | $4,652-74.1% | $4,175-71.2% | $4,194-71.3% |
| Participant deferral / active EE | $6,255 | $6,159+1.6% | $5,451+14.7% | $6,396-2.2% |
| Admin fee / account holder | $78 | $16,880-99.5% | $14,497-99.5% | $12,562-99.4% |