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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 | $134,067 | $172,111-22.1% | $150,298-10.8% | $137,256-2.3% |
| Participation rate | 87.0% | 81.7%+5.2pp | 77.8%+9.2pp | 80.0%+7.0pp |
| Annual return | 12.17% | 69.37%-57.2pp | 62.79%-50.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,051 | $4,636-55.8% | $4,154-50.6% | $4,156-50.7% |
| Participant deferral / active EE | $3,090 | $6,166-49.9% | $5,453-43.3% | $6,407-51.8% |
| Admin fee / account holder | $16 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |