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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 | $85,564 | $154,228-44.5% | $145,433-41.2% | $137,256-37.7% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 18.36% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,355 | $4,804-51.0% | $4,554-48.3% | $4,156-43.3% |
| Participant deferral / active EE | $12,600 | $8,216+53.4% | $7,897+59.6% | $6,407+96.7% |
| Admin fee / account holder | $186 | $14,344-98.7% | $13,129-98.6% | $12,270-98.5% |