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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 | $92,393 | $176,838-47.8% | $146,685-37.0% | $167,518-44.8% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 21.66% | 24.04%-2.4pp | 22.75%-1.1pp | 478.71%-457.1pp |
| Employer contribution / active EE | $8,883 | $5,161+72.1% | $4,137+114.7% | $4,838+83.6% |
| Participant deferral / active EE | $5,040 | $6,441-21.7% | $5,507-8.5% | $6,342-20.5% |
| Admin fee / account holder | $210 | $13,262-98.4% | $10,281-98.0% | $12,312-98.3% |