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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 | $129,365 | $78,670+64.4% | $109,173+18.5% | $85,847+50.7% |
| Participation rate | 75.0% | 68.3%+6.7pp | 75.9%-0.9pp | 69.3%+5.7pp |
| Annual return | 16.62% | 25.09%-8.5pp | 25.75%-9.1pp | 318.61%-302.0pp |
| Employer contribution / active EE | $1,659 | $2,734-39.3% | $3,723-55.4% | $2,565-35.3% |
| Participant deferral / active EE | $2,742 | $3,467-20.9% | $4,654-41.1% | $3,952-30.6% |
| Admin fee / account holder | $21 | $5,469-99.6% | $6,755-99.7% | $6,261-99.7% |