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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 | $71,627 | $154,228-53.6% | $145,433-50.7% | $137,256-47.8% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 19.79% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $3,892 | $4,804-19.0% | $4,554-14.5% | $4,156-6.3% |
| Participant deferral / active EE | $7,672 | $8,216-6.6% | $7,897-2.8% | $6,407+19.8% |
| Admin fee / account holder | $110 | $14,344-99.2% | $13,129-99.2% | $12,270-99.1% |