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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 | $183,146 | $254,759-28.1% | $216,567-15.4% | $198,609-7.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 19.73% | 10.04%+9.7pp | 12.94%+6.8pp | 202.70%-183.0pp |
| Employer contribution / active EE | $1,961 | $6,096-67.8% | $5,216-62.4% | $5,055-61.2% |
| Participant deferral / active EE | $7,342 | $6,948+5.7% | $6,191+18.6% | $6,977+5.2% |
| Admin fee / account holder | $20 | $26,311-99.9% | $21,981-99.9% | $19,030-99.9% |