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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 | $101,157 | $97,125+4.2% | $86,233+17.3% | $137,256-26.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 14.27% | 74.19%-59.9pp | 61.39%-47.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $9,719 | $2,841+242.1% | $2,504+288.1% | $4,156+133.9% |
| Participant deferral / active EE | $8,014 | $5,180+54.7% | $4,559+75.8% | $6,407+25.1% |
| Admin fee / account holder | $160 | $9,725-98.4% | $8,342-98.1% | $12,270-98.7% |