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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 | $88,748 | $182,442-51.4% | $163,379-45.7% | $138,895-36.1% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.8%+14.1pp | 79.9%+11.0pp |
| Annual return | 17.29% | 72.74%-55.4pp | 63.41%-46.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $4,647 | $4,159+11.7% | $3,752+23.8% | $4,194+10.8% |
| Participant deferral / active EE | $5,644 | $6,817-17.2% | $6,282-10.1% | $6,396-11.8% |
| Admin fee / account holder | $23 | $10,396-99.8% | $9,818-99.8% | $12,562-99.8% |