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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 | $102,288 | $111,535-8.3% | $105,223-2.8% | $137,256-25.5% |
| Participation rate | 70.8% | 78.1%-7.3pp | 75.0%-4.2pp | 80.0%-9.1pp |
| Annual return | 18.23% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,408 | $3,939-38.9% | $3,689-34.7% | $4,156-42.0% |
| Participant deferral / active EE | $6,031 | $5,500+9.7% | $5,072+18.9% | $6,407-5.9% |
| Admin fee / account holder | $29 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |