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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 | $66,842 | $228,395-70.7% | $185,861-64.0% | $158,982-58.0% |
| Participation rate | 79.2% | 82.3%-3.1pp | 78.0%+1.1pp | 82.0%-2.8pp |
| Annual return | 18.71% | 40.82%-22.1pp | 35.96%-17.2pp | 302.99%-284.3pp |
| Employer contribution / active EE | $3,720 | $4,968-25.1% | $4,088-9.0% | $4,763-21.9% |
| Participant deferral / active EE | $6,922 | $6,417+7.9% | $5,634+22.9% | $5,983+15.7% |
| Admin fee / account holder | $4 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |