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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 | $101,592 | $102,609-1.0% | $98,090+3.6% | $138,895-26.9% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 13.20% | 36.44%-23.2pp | 37.05%-23.8pp | 145.39%-132.2pp |
| Employer contribution / active EE | $835 | $3,867-78.4% | $3,606-76.8% | $4,194-80.1% |
| Participant deferral / active EE | $8,155 | $8,167-0.1% | $7,845+4.0% | $6,396+27.5% |
| Admin fee / account holder | $91 | $11,434-99.2% | $11,815-99.2% | $12,562-99.3% |