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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 | $176,235 | $174,379+1.1% | $152,093+15.9% | $138,895+26.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.74% | 74.86%-62.1pp | 66.36%-53.6pp | 145.39%-132.7pp |
| Employer contribution / active EE | $3,991 | $4,652-14.2% | $4,175-4.4% | $4,194-4.9% |
| Participant deferral / active EE | $6,669 | $6,159+8.3% | $5,451+22.3% | $6,396+4.3% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |