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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 | $110,759 | $124,980-11.4% | $108,359+2.2% | $154,746-28.4% |
| Participation rate | 78.9% | 75.2%+3.8pp | 70.1%+8.8pp | 80.7%-1.8pp |
| Annual return | 19.58% | 45.00%-25.4pp | 36.89%-17.3pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,913 | $2,851-32.9% | $2,399-20.3% | $4,379-56.3% |
| Participant deferral / active EE | $5,682 | $4,743+19.8% | $4,137+37.3% | $6,730-15.6% |
| Admin fee / account holder | $124 | $11,502-98.9% | $9,741-98.7% | $14,365-99.1% |