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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 | $123,155-10.1% | $108,753+1.8% | $155,188-28.6% |
| Participation rate | 78.9% | 75.6%+3.3pp | 71.1%+7.9pp | 80.8%-1.9pp |
| Annual return | 19.58% | 44.73%-25.2pp | 37.47%-17.9pp | 148.84%-129.3pp |
| Employer contribution / active EE | $1,913 | $2,811-32.0% | $2,427-21.2% | $4,248-55.0% |
| Participant deferral / active EE | $5,682 | $4,623+22.9% | $4,115+38.1% | $6,531-13.0% |
| Admin fee / account holder | $124 | $12,126-99.0% | $10,320-98.8% | $14,480-99.1% |