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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 | $111,686 | $178,174-37.3% | $156,181-28.5% | $137,256-18.6% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.8%-6.1pp | 80.0%-7.2pp |
| Annual return | 16.83% | 84.19%-67.4pp | 64.87%-48.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,994 | $4,972-19.7% | $4,294-7.0% | $4,156-3.9% |
| Participant deferral / active EE | $6,057 | $6,888-12.1% | $6,132-1.2% | $6,407-5.5% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |