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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 | $153,495 | $162,967-5.8% | $135,792+13.0% | $138,895+10.5% |
| Participation rate | 71.4% | 78.3%-6.9pp | 72.6%-1.2pp | 79.9%-8.5pp |
| Annual return | 22.71% | 30.08%-7.4pp | 25.96%-3.2pp | 145.39%-122.7pp |
| Employer contribution / active EE | $1,983 | $4,211-52.9% | $3,496-43.3% | $4,194-52.7% |
| Participant deferral / active EE | $9,283 | $5,640+64.6% | $4,759+95.1% | $6,396+45.1% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |