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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 | $161,352-4.9% | $134,172+14.4% | $137,256+11.8% |
| Participation rate | 71.4% | 78.3%-6.9pp | 72.5%-1.0pp | 80.0%-8.5pp |
| Annual return | 22.71% | 28.72%-6.0pp | 25.30%-2.6pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,983 | $4,099-51.6% | $3,420-42.0% | $4,156-52.3% |
| Participant deferral / active EE | $9,283 | $5,552+67.2% | $4,690+97.9% | $6,407+44.9% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |