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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 | $85,099 | $174,379-51.2% | $152,093-44.0% | $138,895-38.7% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 21.74% | 74.86%-53.1pp | 66.36%-44.6pp | 145.39%-123.7pp |
| Employer contribution / active EE | $1,574 | $4,652-66.2% | $4,175-62.3% | $4,194-62.5% |
| Participant deferral / active EE | $7,702 | $6,159+25.0% | $5,451+41.3% | $6,396+20.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |