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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 | $120,198 | $124,980-3.8% | $108,359+10.9% | $154,746-22.3% |
| Participation rate | 71.4% | 75.2%-3.7pp | 70.1%+1.3pp | 80.7%-9.3pp |
| Annual return | 11.08% | 45.00%-33.9pp | 36.89%-25.8pp | 172.34%-161.3pp |
| Employer contribution / active EE | $2,784 | $2,851-2.3% | $2,399+16.0% | $4,379-36.4% |
| Participant deferral / active EE | $10,033 | $4,743+111.5% | $4,137+142.5% | $6,730+49.1% |
| Admin fee / account holder | $23 | $11,502-99.8% | $9,741-99.8% | $14,365-99.8% |