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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 | $66,907 | $184,014-63.6% | $161,149-58.5% | $138,895-51.8% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.8%+6.9pp | 79.9%+5.8pp |
| Annual return | 13.45% | 21.52%-8.1pp | 21.16%-7.7pp | 145.39%-131.9pp |
| Employer contribution / active EE | $5,882 | $5,055+16.4% | $4,360+34.9% | $4,194+40.2% |
| Participant deferral / active EE | $7,426 | $6,909+7.5% | $6,153+20.7% | $6,396+16.1% |
| Admin fee / account holder | $2 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |