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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 | $76,961 | $111,535-31.0% | $105,223-26.9% | $137,256-43.9% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.0%-2.3pp | 80.0%-7.2pp |
| Annual return | 12.35% | 237.85%-225.5pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $3,187 | $3,939-19.1% | $3,689-13.6% | $4,156-23.3% |
| Participant deferral / active EE | $5,532 | $5,500+0.6% | $5,072+9.1% | $6,407-13.7% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |