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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 | $162,136-39.8% | $152,301-35.9% | $154,746-36.9% |
| Participation rate | 78.6% | 84.1%-5.5pp | 82.4%-3.9pp | 80.7%-2.1pp |
| Annual return | 14.56% | 91.02%-76.5pp | 80.50%-65.9pp | 172.34%-157.8pp |
| Employer contribution / active EE | $3,718 | $4,890-24.0% | $4,624-19.6% | $4,379-15.1% |
| Participant deferral / active EE | $6,199 | $8,341-25.7% | $8,004-22.6% | $6,730-7.9% |
| Admin fee / account holder | $109 | $15,759-99.3% | $14,398-99.2% | $14,365-99.2% |