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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 | $129,325 | $126,661+2.1% | $113,397+14.0% | $138,895-6.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.94% | 25.05%-7.1pp | 23.20%-5.3pp | 145.39%-127.5pp |
| Employer contribution / active EE | $3,805 | $3,456+10.1% | $2,977+27.8% | $4,194-9.3% |
| Participant deferral / active EE | $8,447 | $5,693+48.4% | $5,076+66.4% | $6,396+32.1% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |