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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 | $120,800 | $135,956-11.1% | $123,894-2.5% | $273,972-55.9% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 5.66% | 56.63%-51.0pp | 47.52%-41.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $3,133 | $5,170-39.4% | $4,617-32.1% | $4,869-35.7% |
| Participant deferral / active EE | $7,271 | $6,343+14.6% | $5,984+21.5% | $5,287+37.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |