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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 | $92,572 | $112,729-17.9% | $98,716-6.2% | $137,256-32.6% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 17.71% | 38.48%-20.8pp | 31.81%-14.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $6,488 | $2,725+138.1% | $2,279+184.7% | $4,156+56.1% |
| Participant deferral / active EE | $9,942 | $4,640+114.3% | $4,048+145.6% | $6,407+55.2% |
| Admin fee / account holder | $22 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |