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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 | $161,011 | $153,769+4.7% | $133,975+20.2% | $273,972-41.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.30% | 36.51%-30.2pp | 29.29%-23.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $5,800 | $6,029-3.8% | $5,211+11.3% | $4,869+19.1% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |