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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 | $99,451 | $90,486+9.9% | $78,676+26.4% | $273,972-63.7% |
| Participation rate | 82.6% | 76.5%+6.1pp | 73.6%+9.0pp | 83.0%-0.4pp |
| Annual return | 8.78% | 75.62%-66.8pp | 62.19%-53.4pp | 41.46%-32.7pp |
| Employer contribution / active EE | $3,347 | $3,175+5.4% | $2,850+17.4% | $4,869-31.3% |
| Participant deferral / active EE | $3,540 | $3,901-9.3% | $3,517+0.6% | $5,287-33.1% |
| Admin fee / account holder | $236 | $5,263-95.5% | $4,510-94.8% | $10,133-97.7% |