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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 | $101,307 | $127,386-20.5% | $115,037-11.9% | $125,388-19.2% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 12.20% | 31.28%-19.1pp | 26.14%-13.9pp | 282.24%-270.0pp |
| Employer contribution / active EE | $2,065 | $5,166-60.0% | $4,608-55.2% | $4,866-57.6% |
| Participant deferral / active EE | $6,386 | $6,423-0.6% | $6,026+6.0% | $5,352+19.3% |
| Admin fee / account holder | $31 | $9,516-99.7% | $8,175-99.6% | $9,541-99.7% |