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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 | $102,573 | $103,392-0.8% | $87,104+17.8% | $152,897-32.9% |
| Participation rate | 85.7% | 79.4%+6.4pp | 76.9%+8.8pp | 82.5%+3.3pp |
| Annual return | 31.87% | 28.10%+3.8pp | 28.19%+3.7pp | 345.43%-313.6pp |
| Employer contribution / active EE | $1,746 | $3,221-45.8% | $2,521-30.7% | $4,764-63.3% |
| Participant deferral / active EE | $4,921 | $4,778+3.0% | $4,048+21.6% | $5,851-15.9% |
| Admin fee / account holder | $11 | $12,194-99.9% | $7,491-99.9% | $11,599-99.9% |