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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 | $181,062-35.4% | $158,223-26.1% | $155,188-24.6% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 17.08% | 57.39%-40.3pp | 52.09%-35.0pp | 148.84%-131.8pp |
| Employer contribution / active EE | $2,612 | $4,565-42.8% | $4,109-36.4% | $4,248-38.5% |
| Participant deferral / active EE | $5,879 | $6,134-4.2% | $5,467+7.5% | $6,531-10.0% |
| Admin fee / account holder | $150 | $18,825-99.2% | $16,047-99.1% | $14,480-99.0% |