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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 | $91,945 | $177,156-48.1% | $147,027-37.5% | $154,746-40.6% |
| Participation rate | 93.3% | 79.4%+14.0pp | 73.7%+19.6pp | 80.7%+12.6pp |
| Annual return | 20.02% | 21.94%-1.9pp | 20.23%-0.2pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,475 | $4,336-66.0% | $3,626-59.3% | $4,379-66.3% |
| Participant deferral / active EE | $6,603 | $5,797+13.9% | $4,933+33.9% | $6,730-1.9% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |