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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 | $174,657 | $185,312-5.7% | $161,489+8.2% | $154,746+12.9% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 13.92% | 103.84%-89.9pp | 89.72%-75.8pp | 172.34%-158.4pp |
| Employer contribution / active EE | $2,887 | $4,769-39.5% | $4,268-32.4% | $4,379-34.1% |
| Participant deferral / active EE | $6,357 | $6,350+0.1% | $5,630+12.9% | $6,730-5.6% |
| Admin fee / account holder | $59 | $18,654-99.7% | $16,006-99.6% | $14,365-99.6% |