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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 | $210,244 | $182,442+15.2% | $163,379+28.7% | $138,895+51.4% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.8%-6.8pp | 79.9%-9.9pp |
| Annual return | 35.43% | 72.74%-37.3pp | 63.41%-28.0pp | 145.39%-110.0pp |
| Employer contribution / active EE | $3,428 | $4,159-17.6% | $3,752-8.6% | $4,194-18.3% |
| Participant deferral / active EE | $4,239 | $6,817-37.8% | $6,282-32.5% | $6,396-33.7% |
| Admin fee / account holder | $40 | $10,396-99.6% | $9,818-99.6% | $12,562-99.7% |