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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 | $122,514 | $117,846+4.0% | $102,434+19.6% | $145,884-16.0% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 10.29% | 31.90%-21.6pp | 29.46%-19.2pp | 551.85%-541.6pp |
| Employer contribution / active EE | $3,168 | $3,615-12.4% | $3,023+4.8% | $4,662-32.0% |
| Participant deferral / active EE | $7,610 | $5,733+32.7% | $5,055+50.6% | $6,690+13.8% |
| Admin fee / account holder | $18 | $13,356-99.9% | $9,462-99.8% | $13,392-99.9% |