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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 | $100,660 | $114,119-11.8% | $107,187-6.1% | $138,895-27.5% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.0%+1.9pp | 79.9%-3.0pp |
| Annual return | 20.53% | 273.21%-252.7pp | 204.55%-184.0pp | 145.39%-124.9pp |
| Employer contribution / active EE | $2,882 | $4,059-29.0% | $3,782-23.8% | $4,194-31.3% |
| Participant deferral / active EE | $6,145 | $5,538+11.0% | $5,096+20.6% | $6,396-3.9% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |