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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 | $199,109-41.7% | $173,730-33.2% | $154,746-25.0% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.6%-1.8pp | 80.7%-2.9pp |
| Annual return | 18.17% | 20.02%-1.8pp | 19.96%-1.8pp | 172.34%-154.2pp |
| Employer contribution / active EE | $4,356 | $5,311-18.0% | $4,577-4.8% | $4,379-0.5% |
| Participant deferral / active EE | $14,414 | $7,113+102.7% | $6,326+127.8% | $6,730+114.2% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |