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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 | $84,079 | $90,484-7.1% | $78,675+6.9% | $273,970-69.3% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 9.36% | 75.62%-66.3pp | 62.19%-52.8pp | 41.46%-32.1pp |
| Employer contribution / active EE | $3,400 | $3,175+7.1% | $2,850+19.3% | $4,869-30.2% |
| Participant deferral / active EE | $4,898 | $3,901+25.5% | $3,517+39.3% | $5,287-7.4% |
| Admin fee / account holder | $77 | $5,263-98.5% | $4,510-98.3% | $10,132-99.2% |