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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 | $207,711 | $199,109+4.3% | $173,730+19.6% | $154,746+34.2% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.6%-1.8pp | 80.7%-2.9pp |
| Annual return | 21.09% | 20.02%+1.1pp | 19.96%+1.1pp | 172.34%-151.2pp |
| Employer contribution / active EE | $1,444 | $5,311-72.8% | $4,577-68.5% | $4,379-67.0% |
| Participant deferral / active EE | $5,715 | $7,113-19.6% | $6,326-9.7% | $6,730-15.1% |
| Admin fee / account holder | $1 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |