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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 | $190,104 | $199,109-4.5% | $173,730+9.4% | $154,746+22.8% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.6%+7.9pp | 80.7%+6.8pp |
| Annual return | 20.03% | 20.02%0pp | 19.96%+0.1pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,133 | $5,311-59.8% | $4,577-53.4% | $4,379-51.3% |
| Participant deferral / active EE | $10,640 | $7,113+49.6% | $6,326+68.2% | $6,730+58.1% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |