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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 | $110,379+33.2% | $102,412+43.5% | $145,884+0.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 14.97% | 24.84%-9.9pp | 24.94%-10.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,391 | $4,216-67.0% | $3,870-64.1% | $4,662-70.2% |
| Participant deferral / active EE | $7,062 | $5,622+25.6% | $5,060+39.6% | $6,690+5.6% |
| Admin fee / account holder | $45 | $9,745-99.5% | $8,388-99.5% | $13,392-99.7% |