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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 | $116,045 | $254,759-54.4% | $216,567-46.4% | $198,609-41.6% |
| Participation rate | 77.8% | 84.5%-6.7pp | 81.6%-3.9pp | 82.4%-4.6pp |
| Annual return | 18.17% | 10.04%+8.1pp | 12.94%+5.2pp | 202.70%-184.5pp |
| Employer contribution / active EE | $4,356 | $6,096-28.5% | $5,216-16.5% | $5,055-13.8% |
| Participant deferral / active EE | $14,414 | $6,948+107.5% | $6,191+132.8% | $6,977+106.6% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |