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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 | $143,070 | $106,864+33.9% | $147,318-2.9% | $82,637+73.1% |
| Participation rate | 83.9% | 75.5%+8.4pp | 82.1%+1.8pp | 68.1%+15.8pp |
| Annual return | 17.28% | 27.49%-10.2pp | 70.43%-53.2pp | 53.51%-36.2pp |
| Employer contribution / active EE | $3,693 | $3,417+8.1% | $4,593-19.6% | $2,552+44.7% |
| Participant deferral / active EE | $7,701 | $6,496+18.6% | $7,906-2.6% | $4,126+86.6% |
| Admin fee / account holder | $150 | $8,415-98.2% | $13,708-98.9% | $7,339-98.0% |