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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 | $129,680 | $184,014-29.5% | $161,149-19.5% | $138,895-6.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 19.13% | 21.52%-2.4pp | 21.16%-2.0pp | 145.39%-126.3pp |
| Employer contribution / active EE | $7,614 | $5,055+50.6% | $4,360+74.6% | $4,194+81.5% |
| Participant deferral / active EE | $7,231 | $6,909+4.7% | $6,153+17.5% | $6,396+13.1% |
| Admin fee / account holder | $148 | $18,027-99.2% | $15,194-99.0% | $12,562-98.8% |