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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 | $189,937 | $153,769+23.5% | $133,975+41.8% | $273,972-30.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 7.20% | 36.51%-29.3pp | 29.29%-22.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $3,721 | $6,029-38.3% | $5,211-28.6% | $4,869-23.6% |
| Participant deferral / active EE | $10,780 | $6,958+54.9% | $6,282+71.6% | $5,287+103.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |