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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 | $86,981 | $96,731-10.1% | $123,973-29.8% | $86,9830% |
| Participation rate | 92.6% | 70.0%+22.6pp | 76.7%+15.9pp | 69.5%+23.1pp |
| Annual return | 14.48% | 17.33%-2.8pp | 388.13%-373.6pp | 25.83%-11.3pp |
| Employer contribution / active EE | $3,663 | $3,297+11.1% | $4,126-11.2% | $2,584+41.7% |
| Participant deferral / active EE | $3,506 | $4,152-15.6% | $5,247-33.2% | $4,194-16.4% |
| Admin fee / account holder | $127 | $8,722-98.5% | $11,799-98.9% | $7,856-98.4% |