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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 | $181,062-32.9% | $158,223-23.2% | $155,188-21.7% |
| Participation rate | 81.8% | 82.7%-0.8pp | 79.2%+2.6pp | 80.8%+1.0pp |
| Annual return | 9.13% | 57.39%-48.3pp | 52.09%-43.0pp | 148.84%-139.7pp |
| Employer contribution / active EE | $1,774 | $4,565-61.1% | $4,109-56.8% | $4,248-58.2% |
| Participant deferral / active EE | $6,301 | $6,134+2.7% | $5,467+15.3% | $6,531-3.5% |
| Admin fee / account holder | $91 | $18,825-99.5% | $16,047-99.4% | $14,480-99.4% |