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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 | $203,491 | $184,014+10.6% | $161,149+26.3% | $138,895+46.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.8%-3.8pp | 79.9%-4.9pp |
| Annual return | 10.36% | 21.52%-11.2pp | 21.16%-10.8pp | 145.39%-135.0pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,735 | $6,909-2.5% | $6,153+9.5% | $6,396+5.3% |
| Admin fee / account holder | $40 | $18,027-99.8% | $15,194-99.7% | $12,562-99.7% |