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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 | $126,740 | $135,956-6.8% | $123,894+2.3% | $273,972-53.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 5.75% | 56.63%-50.9pp | 47.52%-41.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $2,711 | $5,170-47.6% | $4,617-41.3% | $4,869-44.3% |
| Participant deferral / active EE | $9,573 | $6,343+50.9% | $5,984+60.0% | $5,287+81.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |