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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 | $120,375 | $162,136-25.8% | $152,301-21.0% | $154,746-22.2% |
| Participation rate | 84.6% | 84.1%+0.5pp | 82.4%+2.2pp | 80.7%+3.9pp |
| Annual return | 11.77% | 91.02%-79.3pp | 80.50%-68.7pp | 172.34%-160.6pp |
| Employer contribution / active EE | $1,224 | $4,890-75.0% | $4,624-73.5% | $4,379-72.1% |
| Participant deferral / active EE | $2,733 | $8,341-67.2% | $8,004-65.8% | $6,730-59.4% |
| Admin fee / account holder | $7 | $15,759-100.0% | $14,398-99.9% | $14,365-99.9% |