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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 | $149,528 | $162,812-8.2% | $133,971+11.6% | $158,966-5.9% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 33.84% | 41.94%-8.1pp | 45.09%-11.3pp | 302.95%-269.1pp |
| Employer contribution / active EE | $26,201 | $4,976+426.6% | $3,919+568.6% | $4,762+450.2% |
| Participant deferral / active EE | $7,923 | $5,910+34.1% | $5,047+57.0% | $5,983+32.4% |
| Admin fee / account holder | $67 | $11,741-99.4% | $8,929-99.3% | $11,250-99.4% |