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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 | $141,244 | $100,279+40.9% | $81,353+73.6% | $145,884-3.2% |
| Participation rate | 83.3% | 74.3%+9.1pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 13.13% | 34.49%-21.4pp | 24.82%-11.7pp | 551.85%-538.7pp |
| Employer contribution / active EE | $3,340 | $2,979+12.1% | $2,464+35.5% | $4,662-28.4% |
| Participant deferral / active EE | $8,934 | $4,611+93.7% | $3,885+130.0% | $6,690+33.5% |
| Admin fee / account holder | $163 | $8,206-98.0% | $5,766-97.2% | $13,392-98.8% |