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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 | $185,141-17.1% | $153,416+0.1% | $155,188-1.1% |
| Participation rate | 71.4% | 79.9%-8.5pp | 74.3%-2.9pp | 80.8%-9.4pp |
| Annual return | 22.71% | 18.72%+4.0pp | 17.84%+4.9pp | 148.84%-126.1pp |
| Employer contribution / active EE | $1,983 | $4,489-55.8% | $3,764-47.3% | $4,248-53.3% |
| Participant deferral / active EE | $9,283 | $5,477+69.5% | $4,723+96.5% | $6,531+42.1% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |