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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 | $121,468 | $227,399-46.6% | $189,758-36.0% | $198,609-38.8% |
| Participation rate | 81.8% | 84.0%-2.2pp | 79.8%+2.0pp | 82.4%-0.6pp |
| Annual return | 9.13% | 61.03%-51.9pp | 52.62%-43.5pp | 202.70%-193.6pp |
| Employer contribution / active EE | $1,774 | $5,526-67.9% | $4,767-62.8% | $5,055-64.9% |
| Participant deferral / active EE | $6,301 | $6,837-7.8% | $5,856+7.6% | $6,977-9.7% |
| Admin fee / account holder | $91 | $25,162-99.6% | $20,388-99.6% | $19,030-99.5% |