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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 | $169,254 | $182,442-7.2% | $163,379+3.6% | $138,895+21.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 35.63% | 72.74%-37.1pp | 63.41%-27.8pp | 145.39%-109.8pp |
| Employer contribution / active EE | $5,121 | $4,159+23.1% | $3,752+36.5% | $4,194+22.1% |
| Participant deferral / active EE | $13,449 | $6,817+97.3% | $6,282+114.1% | $6,396+110.3% |
| Admin fee / account holder | $12 | $10,396-99.9% | $9,818-99.9% | $12,562-99.9% |