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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 | $185,892 | $97,289+91.1% | $92,805+100.3% | $155,188+19.8% |
| Participation rate | 82.6% | 84.2%-1.6pp | 83.5%-0.9pp | 80.8%+1.8pp |
| Annual return | 14.87% | 29.03%-14.2pp | 31.59%-16.7pp | 148.84%-134.0pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,250 | $8,795-17.6% | $8,448-14.2% | $6,531+11.0% |
| Admin fee / account holder | $203 | $12,015-98.3% | $10,911-98.1% | $14,480-98.6% |