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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 | $85,189 | $154,228-44.8% | $145,433-41.4% | $137,256-37.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 20.23% | 74.59%-54.4pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $4,237 | $4,804-11.8% | $4,554-7.0% | $4,156+1.9% |
| Participant deferral / active EE | $10,728 | $8,216+30.6% | $7,897+35.8% | $6,407+67.4% |
| Admin fee / account holder | $151 | $14,344-98.9% | $13,129-98.8% | $12,270-98.8% |