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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 | $243,330 | $135,956+79.0% | $123,894+96.4% | $273,972-11.2% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 6.13% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,647 | $5,170-48.8% | $4,617-42.7% | $4,869-45.6% |
| Participant deferral / active EE | $7,688 | $6,343+21.2% | $5,984+28.5% | $5,287+45.4% |
| Admin fee / account holder | $210 | $9,817-97.9% | $8,357-97.5% | $10,133-97.9% |