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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 | $108,746 | $209,336-48.1% | $197,124-44.8% | $137,256-20.8% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 16.63% | 48.09%-31.5pp | 44.34%-27.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,201 | $6,591-51.4% | $6,227-48.6% | $4,156-23.0% |
| Participant deferral / active EE | $5,250 | $9,614-45.4% | $9,135-42.5% | $6,407-18.1% |
| Admin fee / account holder | $188 | $17,308-98.9% | $16,298-98.8% | $12,270-98.5% |