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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 | $171,433 | $104,664+63.8% | $85,693+100.1% | $167,518+2.3% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.9%+10.1pp | 82.1%-2.1pp |
| Annual return | 17.42% | 21.45%-4.0pp | 21.49%-4.1pp | 478.71%-461.3pp |
| Employer contribution / active EE | $1,757 | $3,337-47.4% | $2,618-32.9% | $4,838-63.7% |
| Participant deferral / active EE | $9,329 | $4,824+93.4% | $3,923+137.8% | $6,342+47.1% |
| Admin fee / account holder | $24 | $10,032-99.8% | $6,874-99.7% | $12,312-99.8% |