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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 | $100,070 | $209,336-52.2% | $197,124-49.2% | $137,256-27.1% |
| Participation rate | 91.7% | 87.3%+4.4pp | 86.7%+5.0pp | 80.0%+11.7pp |
| Annual return | 19.17% | 48.09%-28.9pp | 44.34%-25.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $5,136 | $6,591-22.1% | $6,227-17.5% | $4,156+23.6% |
| Participant deferral / active EE | $9,957 | $9,614+3.6% | $9,135+9.0% | $6,407+55.4% |
| Admin fee / account holder | $77 | $17,308-99.6% | $16,298-99.5% | $12,270-99.4% |