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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 | $166,069 | $199,109-16.6% | $173,730-4.4% | $154,746+7.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.01% | 20.02%-6.0pp | 19.96%-5.9pp | 172.34%-158.3pp |
| Employer contribution / active EE | $3,767 | $5,311-29.1% | $4,577-17.7% | $4,379-14.0% |
| Participant deferral / active EE | $9,378 | $7,113+31.9% | $6,326+48.2% | $6,730+39.3% |
| Admin fee / account holder | $149 | $20,916-99.3% | $17,523-99.2% | $14,365-99.0% |