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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 | $102,708 | $99,053+3.7% | $88,179+16.5% | $138,895-26.1% |
| Participation rate | 88.9% | 74.2%+14.6pp | 69.1%+19.7pp | 79.9%+9.0pp |
| Annual return | 17.45% | 78.17%-60.7pp | 64.97%-47.5pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,730 | $2,882-40.0% | $2,549-32.1% | $4,194-58.7% |
| Participant deferral / active EE | $6,233 | $5,225+19.3% | $4,614+35.1% | $6,396-2.6% |
| Admin fee / account holder | $107 | $8,748-98.8% | $7,673-98.6% | $12,562-99.2% |