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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 | $149,357 | $93,617+59.5% | $135,982+9.8% | $75,177+98.7% |
| Participation rate | 76.0% | 75.2%+0.8pp | 81.9%-5.9pp | 67.2%+8.8pp |
| Annual return | 17.57% | 30.89%-13.3pp | 68.32%-50.8pp | 160.75%-143.2pp |
| Employer contribution / active EE | $1,060 | $3,538-70.0% | $4,859-78.2% | $2,671-60.3% |
| Participant deferral / active EE | $2,835 | $6,406-55.7% | $7,760-63.5% | $4,126-31.3% |
| Admin fee / account holder | $14 | $6,980-99.8% | $10,767-99.9% | $5,651-99.7% |