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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 | $118,055 | $135,956-13.2% | $123,894-4.7% | $273,972-56.9% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 5.45% | 56.63%-51.2pp | 47.52%-42.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $3,549 | $5,170-31.3% | $4,617-23.1% | $4,869-27.1% |
| Participant deferral / active EE | $5,973 | $6,343-5.8% | $5,984-0.2% | $5,287+13.0% |
| Admin fee / account holder | $91 | $9,817-99.1% | $8,357-98.9% | $10,133-99.1% |