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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 | $148,226 | $199,109-25.6% | $173,730-14.7% | $154,746-4.2% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.6%+11.3pp | 80.7%+10.2pp |
| Annual return | 19.14% | 20.02%-0.9pp | 19.96%-0.8pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,434 | $5,311-73.0% | $4,577-68.7% | $4,379-67.3% |
| Participant deferral / active EE | $7,192 | $7,113+1.1% | $6,326+13.7% | $6,730+6.9% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |