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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 | $112,729-1.7% | $98,716+12.2% | $137,256-19.3% |
| Participation rate | 78.9% | 74.2%+4.7pp | 69.3%+9.7pp | 80.0%-1.0pp |
| Annual return | 19.58% | 38.48%-18.9pp | 31.81%-12.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,913 | $2,725-29.8% | $2,279-16.1% | $4,156-54.0% |
| Participant deferral / active EE | $5,682 | $4,640+22.4% | $4,048+40.4% | $6,407-11.3% |
| Admin fee / account holder | $124 | $10,129-98.8% | $8,703-98.6% | $12,270-99.0% |