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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 | $126,251 | $181,896-30.6% | $156,551-19.4% | $273,972-53.9% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 5.95% | 30.74%-24.8pp | 32.23%-26.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $13,717 | $6,248+119.5% | $5,501+149.3% | $4,869+181.7% |
| Participant deferral / active EE | $5,923 | $5,550+6.7% | $4,871+21.6% | $5,287+12.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |