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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 | $188,265 | $181,896+3.5% | $156,551+20.3% | $273,972-31.3% |
| Participation rate | 94.4% | 88.4%+6.1pp | 84.0%+10.4pp | 83.0%+11.4pp |
| Annual return | 7.34% | 30.74%-23.4pp | 32.23%-24.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $15,584 | $6,248+149.4% | $5,501+183.3% | $4,869+220.1% |
| Participant deferral / active EE | $2,371 | $5,550-57.3% | $4,871-51.3% | $5,287-55.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |