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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 | $133,920 | $90,486+48.0% | $78,676+70.2% | $273,972-51.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 11.87% | 75.62%-63.8pp | 62.19%-50.3pp | 41.46%-29.6pp |
| Employer contribution / active EE | $3,699 | $3,175+16.5% | $2,850+29.8% | $4,869-24.0% |
| Participant deferral / active EE | $5,412 | $3,901+38.7% | $3,517+53.9% | $5,287+2.4% |
| Admin fee / account holder | $287 | $5,263-94.5% | $4,510-93.6% | $10,133-97.2% |