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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 | $115,225-3.9% | $100,712+10.0% | $138,895-20.3% |
| Participation rate | 78.9% | 74.3%+4.6pp | 69.3%+9.7pp | 79.9%-1.0pp |
| Annual return | 19.58% | 40.35%-20.8pp | 33.27%-13.7pp | 145.39%-125.8pp |
| Employer contribution / active EE | $1,913 | $2,771-31.0% | $2,313-17.3% | $4,194-54.4% |
| Participant deferral / active EE | $5,682 | $4,699+20.9% | $4,085+39.1% | $6,396-11.2% |
| Admin fee / account holder | $124 | $10,844-98.9% | $9,256-98.7% | $12,562-99.0% |