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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 | $122,431 | $178,174-31.3% | $156,181-21.6% | $137,256-10.8% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.8%-6.1pp | 80.0%-7.2pp |
| Annual return | 18.09% | 84.19%-66.1pp | 64.87%-46.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,679 | $4,972-46.1% | $4,294-37.6% | $4,156-35.5% |
| Participant deferral / active EE | $10,833 | $6,888+57.3% | $6,132+76.7% | $6,407+69.1% |
| Admin fee / account holder | $18 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |