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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 | $125,322 | $156,398-19.9% | $147,318-14.9% | $138,895-9.8% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 14.93% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,003 | $4,853-58.7% | $4,593-56.4% | $4,194-52.2% |
| Participant deferral / active EE | $5,342 | $8,237-35.1% | $7,906-32.4% | $6,396-16.5% |
| Admin fee / account holder | $26 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |