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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 | $117,001 | $172,111-32.0% | $150,298-22.2% | $137,256-14.8% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 17.08% | 69.37%-52.3pp | 62.79%-45.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,612 | $4,636-43.7% | $4,154-37.1% | $4,156-37.2% |
| Participant deferral / active EE | $5,879 | $6,166-4.7% | $5,453+7.8% | $6,407-8.2% |
| Admin fee / account holder | $150 | $16,471-99.1% | $14,116-98.9% | $12,270-98.8% |