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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 | $186,662 | $117,895+58.3% | $102,460+82.2% | $145,897+27.9% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 13.64% | 31.92%-18.3pp | 29.47%-15.8pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,405 | $3,619-33.5% | $3,025-20.5% | $4,663-48.4% |
| Participant deferral / active EE | $6,705 | $5,736+16.9% | $5,056+32.6% | $6,689+0.2% |
| Admin fee / account holder | $4 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |