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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 | $223,666 | $149,778+49.3% | $118,946+88.0% | $158,966+40.7% |
| Participation rate | 85.7% | 82.1%+3.6pp | 75.4%+10.3pp | 82.0%+3.8pp |
| Annual return | 17.30% | 19.95%-2.6pp | 35.89%-18.6pp | 302.95%-285.7pp |
| Employer contribution / active EE | $1,836 | $4,117-55.4% | $3,263-43.7% | $4,762-61.4% |
| Participant deferral / active EE | $7,870 | $5,225+50.6% | $4,266+84.5% | $5,983+31.5% |
| Admin fee / account holder | $53 | $8,604-99.4% | $6,581-99.2% | $11,250-99.5% |