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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 | $158,102 | $162,136-2.5% | $152,301+3.8% | $154,746+2.2% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 14.43% | 91.02%-76.6pp | 80.50%-66.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $3,459 | $4,890-29.3% | $4,624-25.2% | $4,379-21.0% |
| Participant deferral / active EE | $8,343 | $8,3410% | $8,004+4.2% | $6,730+24.0% |
| Admin fee / account holder | $275 | $15,759-98.3% | $14,398-98.1% | $14,365-98.1% |