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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 | $164,911 | $110,379+49.4% | $102,412+61.0% | $145,884+13.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 16.71% | 24.84%-8.1pp | 24.94%-8.2pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,323 | $4,216-68.6% | $3,870-65.8% | $4,662-71.6% |
| Participant deferral / active EE | $9,118 | $5,622+62.2% | $5,060+80.2% | $6,690+36.3% |
| Admin fee / account holder | $26 | $9,745-99.7% | $8,388-99.7% | $13,392-99.8% |