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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 | $147,292 | $174,379-15.5% | $152,093-3.2% | $138,895+6.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 22.41% | 74.86%-52.4pp | 66.36%-43.9pp | 145.39%-123.0pp |
| Employer contribution / active EE | $2,134 | $4,652-54.1% | $4,175-48.9% | $4,194-49.1% |
| Participant deferral / active EE | $6,271 | $6,159+1.8% | $5,451+15.0% | $6,396-2.0% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |