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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 | $111,686 | $184,014-39.3% | $161,149-30.7% | $138,895-19.6% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.8%-6.1pp | 79.9%-7.2pp |
| Annual return | 16.83% | 21.52%-4.7pp | 21.16%-4.3pp | 145.39%-128.6pp |
| Employer contribution / active EE | $3,994 | $5,055-21.0% | $4,360-8.4% | $4,194-4.8% |
| Participant deferral / active EE | $6,057 | $6,909-12.3% | $6,153-1.6% | $6,396-5.3% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |