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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 | $213,785-47.8% | $185,441-39.8% | $155,188-28.0% |
| Participation rate | 72.7% | 83.2%-10.5pp | 80.3%-7.5pp | 80.8%-8.1pp |
| Annual return | 16.83% | 19.97%-3.1pp | 20.16%-3.3pp | 148.84%-132.0pp |
| Employer contribution / active EE | $3,994 | $5,393-25.9% | $4,672-14.5% | $4,248-6.0% |
| Participant deferral / active EE | $6,057 | $6,864-11.8% | $6,152-1.5% | $6,531-7.3% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |