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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 | $95,796 | $90,486+5.9% | $78,676+21.8% | $273,972-65.0% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 2.65% | 75.62%-73.0pp | 62.19%-59.5pp | 41.46%-38.8pp |
| Employer contribution / active EE | $188 | $3,175-94.1% | $2,850-93.4% | $4,869-96.1% |
| Participant deferral / active EE | $4,190 | $3,901+7.4% | $3,517+19.2% | $5,287-20.7% |
| Admin fee / account holder | $141 | $5,263-97.3% | $4,510-96.9% | $10,133-98.6% |