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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 | $108,565 | $184,014-41.0% | $161,149-32.6% | $138,895-21.8% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.8%-6.1pp | 79.9%-7.2pp |
| Annual return | 35.98% | 21.52%+14.5pp | 21.16%+14.8pp | 145.39%-109.4pp |
| Employer contribution / active EE | $4,615 | $5,055-8.7% | $4,360+5.8% | $4,194+10.0% |
| Participant deferral / active EE | $13,562 | $6,909+96.3% | $6,153+120.4% | $6,396+112.0% |
| Admin fee / account holder | $31 | $18,027-99.8% | $15,194-99.8% | $12,562-99.7% |