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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 | $106,153 | $172,111-38.3% | $150,298-29.4% | $137,256-22.7% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 23.71% | 69.37%-45.7pp | 62.79%-39.1pp | 220.34%-196.6pp |
| Employer contribution / active EE | $3,174 | $4,636-31.5% | $4,154-23.6% | $4,156-23.6% |
| Participant deferral / active EE | $12,435 | $6,166+101.7% | $5,453+128.1% | $6,407+94.1% |
| Admin fee / account holder | $113 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |