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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 | $99,657 | $108,911-8.5% | $100,392-0.7% | $145,884-31.7% |
| Participation rate | 86.7% | 83.0%+3.7pp | 81.5%+5.2pp | 80.3%+6.4pp |
| Annual return | 16.65% | 58.23%-41.6pp | 49.45%-32.8pp | 551.85%-535.2pp |
| Employer contribution / active EE | $4,052 | $4,420-8.3% | $3,941+2.8% | $4,662-13.1% |
| Participant deferral / active EE | $9,231 | $8,459+9.1% | $8,090+14.1% | $6,690+38.0% |
| Admin fee / account holder | $296 | $9,698-96.9% | $7,904-96.3% | $13,392-97.8% |