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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 | $97,927 | $139,948-30.0% | $121,663-19.5% | $154,746-36.7% |
| Participation rate | 78.3% | 78.0%+0.3pp | 74.5%+3.8pp | 80.7%-2.4pp |
| Annual return | 22.59% | 230.52%-207.9pp | 147.54%-125.0pp | 172.34%-149.7pp |
| Employer contribution / active EE | $3,636 | $3,521+3.3% | $3,020+20.4% | $4,379-17.0% |
| Participant deferral / active EE | $6,144 | $5,629+9.2% | $4,887+25.7% | $6,730-8.7% |
| Admin fee / account holder | $179 | $17,321-99.0% | $14,289-98.7% | $14,365-98.8% |