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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 | $148,060 | $47,848+209.4% | $81,473+81.7% | $70,124+111.1% |
| Participation rate | 76.5% | 58.3%+18.2pp | 68.0%+8.5pp | 69.5%+6.9pp |
| Annual return | 14.26% | 27.25%-13.0pp | 38.78%-24.5pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,417 | $1,527+58.3% | $2,568-5.9% | $2,342+3.2% |
| Participant deferral / active EE | $5,416 | $2,453+120.8% | $3,537+53.1% | $3,332+62.6% |
| Admin fee / account holder | $166 | $3,145-94.7% | $4,561-96.4% | $4,645-96.4% |