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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 | $122,625 | $154,228-20.5% | $145,433-15.7% | $137,256-10.7% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 21.23% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $2,258 | $4,804-53.0% | $4,554-50.4% | $4,156-45.7% |
| Participant deferral / active EE | $9,431 | $8,216+14.8% | $7,897+19.4% | $6,407+47.2% |
| Admin fee / account holder | $51 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |