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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 | $146,972 | $111,814+31.4% | $103,378+42.2% | $145,978+0.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 14.97% | 24.80%-9.8pp | 24.91%-9.9pp | 550.52%-535.5pp |
| Employer contribution / active EE | $1,391 | $4,215-67.0% | $3,870-64.1% | $4,662-70.2% |
| Participant deferral / active EE | $7,062 | $5,618+25.7% | $5,058+39.6% | $6,690+5.6% |
| Admin fee / account holder | $45 | $9,764-99.5% | $8,401-99.5% | $13,400-99.7% |