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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 | $162,136-24.4% | $152,301-19.5% | $154,746-20.8% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 21.23% | 91.02%-69.8pp | 80.50%-59.3pp | 172.34%-151.1pp |
| Employer contribution / active EE | $2,258 | $4,890-53.8% | $4,624-51.2% | $4,379-48.4% |
| Participant deferral / active EE | $9,431 | $8,341+13.1% | $8,004+17.8% | $6,730+40.1% |
| Admin fee / account holder | $51 | $15,759-99.7% | $14,398-99.6% | $14,365-99.6% |