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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 | $185,312-43.8% | $161,489-35.5% | $154,746-32.7% |
| Participation rate | 76.5% | 82.5%-6.0pp | 78.7%-2.2pp | 80.7%-4.2pp |
| Annual return | 19.93% | 103.84%-83.9pp | 89.72%-69.8pp | 172.34%-152.4pp |
| Employer contribution / active EE | $3,330 | $4,769-30.2% | $4,268-22.0% | $4,379-24.0% |
| Participant deferral / active EE | $5,867 | $6,350-7.6% | $5,630+4.2% | $6,730-12.8% |
| Admin fee / account holder | $100 | $18,654-99.5% | $16,006-99.4% | $14,365-99.3% |