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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 | $94,387 | $106,280-11.2% | $96,538-2.2% | $139,487-32.3% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 24.90% | 38.48%-13.6pp | 35.74%-10.8pp | 373.84%-348.9pp |
| Employer contribution / active EE | $3,307 | $4,107-19.5% | $3,740-11.6% | $4,755-30.4% |
| Participant deferral / active EE | $5,316 | $5,457-2.6% | $4,880+8.9% | $6,713-20.8% |
| Admin fee / account holder | $30 | $7,888-99.6% | $6,737-99.6% | $11,407-99.7% |