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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 | $101,367 | $102,609-1.2% | $98,090+3.3% | $138,895-27.0% |
| Participation rate | 80.0% | 82.8%-2.8pp | 81.5%-1.5pp | 79.9%+0.1pp |
| Annual return | 21.13% | 36.44%-15.3pp | 37.05%-15.9pp | 145.39%-124.3pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,231 | $8,167-11.5% | $7,845-7.8% | $6,396+13.1% |
| Admin fee / account holder | $28 | $11,434-99.8% | $11,815-99.8% | $12,562-99.8% |