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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 | $103,040 | $228,352-54.9% | $185,835-44.6% | $158,966-35.2% |
| Participation rate | 82.4% | 82.3%0pp | 78.0%+4.3pp | 82.0%+0.4pp |
| Annual return | 17.12% | 40.81%-23.7pp | 35.96%-18.8pp | 302.95%-285.8pp |
| Employer contribution / active EE | $3,556 | $4,967-28.4% | $4,087-13.0% | $4,762-25.3% |
| Participant deferral / active EE | $7,771 | $6,416+21.1% | $5,633+37.9% | $5,983+29.9% |
| Admin fee / account holder | $87 | $11,867-99.3% | $9,502-99.1% | $11,250-99.2% |