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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 | $104,093 | $174,379-40.3% | $152,093-31.6% | $138,895-25.1% |
| Participation rate | 76.5% | 81.6%-5.2pp | 77.8%-1.3pp | 79.9%-3.4pp |
| Annual return | 19.93% | 74.86%-54.9pp | 66.36%-46.4pp | 145.39%-125.5pp |
| Employer contribution / active EE | $3,330 | $4,652-28.4% | $4,175-20.2% | $4,194-20.6% |
| Participant deferral / active EE | $5,867 | $6,159-4.7% | $5,451+7.6% | $6,396-8.3% |
| Admin fee / account holder | $100 | $16,880-99.4% | $14,497-99.3% | $12,562-99.2% |