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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 | $129,222 | $154,228-16.2% | $145,433-11.1% | $137,256-5.9% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 20.46% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,624 | $4,804-24.6% | $4,554-20.4% | $4,156-12.8% |
| Participant deferral / active EE | $8,935 | $8,216+8.7% | $7,897+13.1% | $6,407+39.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |