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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 | $68,559 | $100,970-32.1% | $96,576-29.0% | $137,256-50.1% |
| Participation rate | 87.5% | 82.6%+4.9pp | 81.4%+6.1pp | 80.0%+7.5pp |
| Annual return | 25.74% | 38.16%-12.4pp | 38.47%-12.7pp | 220.34%-194.6pp |
| Employer contribution / active EE | $3,766 | $3,809-1.1% | $3,553+6.0% | $4,156-9.4% |
| Participant deferral / active EE | $10,190 | $8,286+23.0% | $7,956+28.1% | $6,407+59.0% |
| Admin fee / account holder | $264 | $11,312-97.7% | $11,381-97.7% | $12,270-97.9% |