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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 | $87,226 | $154,228-43.4% | $145,433-40.0% | $137,256-36.4% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 18.71% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $4,647 | $4,804-3.3% | $4,554+2.0% | $4,156+11.8% |
| Participant deferral / active EE | $10,502 | $8,216+27.8% | $7,897+33.0% | $6,407+63.9% |
| Admin fee / account holder | $33 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |