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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 | $113,713 | $111,535+2.0% | $105,223+8.1% | $137,256-17.2% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 20.61% | 237.85%-217.2pp | 180.65%-160.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $5,891 | $3,939+49.5% | $3,689+59.7% | $4,156+41.7% |
| Participant deferral / active EE | $11,205 | $5,500+103.7% | $5,072+120.9% | $6,407+74.9% |
| Admin fee / account holder | $59 | $9,721-99.4% | $8,859-99.3% | $12,270-99.5% |