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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 | $106,842 | $174,379-38.7% | $152,093-29.8% | $138,895-23.1% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 17.05% | 74.86%-57.8pp | 66.36%-49.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $2,446 | $4,652-47.4% | $4,175-41.4% | $4,194-41.7% |
| Participant deferral / active EE | $10,623 | $6,159+72.5% | $5,451+94.9% | $6,396+66.1% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |