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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 | $107,283 | $165,381-35.1% | $149,730-28.3% | $158,966-32.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 18.37% | 348.29%-329.9pp | 276.70%-258.3pp | 302.95%-284.6pp |
| Employer contribution / active EE | $4,122 | $5,104-19.2% | $4,645-11.3% | $4,762-13.4% |
| Participant deferral / active EE | $9,496 | $7,182+32.2% | $6,843+38.8% | $5,983+58.7% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |