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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 | $83,445 | $90,509-7.8% | $78,693+6.0% | $273,968-69.5% |
| Participation rate | 95.2% | 76.5%+18.7pp | 73.6%+21.7pp | 83.0%+12.2pp |
| Annual return | 6.51% | 75.61%-69.1pp | 62.18%-55.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $3,468 | $3,175+9.2% | $2,850+21.7% | $4,869-28.8% |
| Participant deferral / active EE | $4,595 | $3,901+17.8% | $3,517+30.7% | $5,287-13.1% |
| Admin fee / account holder | $91 | $5,264-98.3% | $4,511-98.0% | $10,132-99.1% |