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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 | $97,997 | $106,280-7.8% | $96,538+1.5% | $139,487-29.7% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 19.69% | 38.48%-18.8pp | 35.74%-16.0pp | 373.84%-354.1pp |
| Employer contribution / active EE | $4,913 | $4,107+19.6% | $3,740+31.3% | $4,755+3.3% |
| Participant deferral / active EE | $9,920 | $5,457+81.8% | $4,880+103.3% | $6,713+47.8% |
| Admin fee / account holder | $55 | $7,888-99.3% | $6,737-99.2% | $11,407-99.5% |