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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 | $98,521 | $135,956-27.5% | $123,894-20.5% | $273,972-64.0% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 9.22% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.2pp |
| Employer contribution / active EE | $3,195 | $5,170-38.2% | $4,617-30.8% | $4,869-34.4% |
| Participant deferral / active EE | $7,483 | $6,343+18.0% | $5,984+25.0% | $5,287+41.5% |
| Admin fee / account holder | $116 | $9,817-98.8% | $8,357-98.6% | $10,133-98.9% |