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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 | $103,822 | $215,361-51.8% | $171,082-39.3% | $273,972-62.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 10.56% | 25.14%-14.6pp | 32.56%-22.0pp | 41.46%-30.9pp |
| Employer contribution / active EE | $12,317 | $4,967+148.0% | $4,002+207.8% | $4,869+153.0% |
| Participant deferral / active EE | $8,291 | $5,543+49.6% | $4,797+72.8% | $5,287+56.8% |
| Admin fee / account holder | $173 | $10,846-98.4% | $8,520-98.0% | $10,133-98.3% |