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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 | $97,593 | $154,228-36.7% | $145,433-32.9% | $137,256-28.9% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 14.56% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,718 | $4,804-22.6% | $4,554-18.4% | $4,156-10.5% |
| Participant deferral / active EE | $6,199 | $8,216-24.6% | $7,897-21.5% | $6,407-3.2% |
| Admin fee / account holder | $109 | $14,344-99.2% | $13,129-99.2% | $12,270-99.1% |