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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 | $199,109-8.0% | $173,730+5.4% | $154,746+18.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 19.73% | 20.02%-0.3pp | 19.96%-0.2pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,961 | $5,311-63.1% | $4,577-57.2% | $4,379-55.2% |
| Participant deferral / active EE | $7,342 | $7,113+3.2% | $6,326+16.1% | $6,730+9.1% |
| Admin fee / account holder | $20 | $20,916-99.9% | $17,523-99.9% | $14,365-99.9% |