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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 | $84,020 | $154,228-45.5% | $145,433-42.2% | $137,256-38.8% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 18.59% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,665 | $4,804-44.5% | $4,554-41.5% | $4,156-35.9% |
| Participant deferral / active EE | $8,972 | $8,216+9.2% | $7,897+13.6% | $6,407+40.0% |
| Admin fee / account holder | $128 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |