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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 | $155,434 | $162,821-4.5% | $133,978+16.0% | $158,982-2.2% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.6pp |
| Annual return | 22.49% | 41.95%-19.5pp | 45.10%-22.6pp | 302.99%-280.5pp |
| Employer contribution / active EE | $1,688 | $4,976-66.1% | $3,919-56.9% | $4,763-64.6% |
| Participant deferral / active EE | $2,918 | $5,910-50.6% | $5,047-42.2% | $5,983-51.2% |
| Admin fee / account holder | $178 | $11,742-98.5% | $8,930-98.0% | $11,252-98.4% |