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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 | $148,460 | $197,625-24.9% | $177,840-16.5% | $158,966-6.6% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 12.59% | 58.76%-46.2pp | 48.32%-35.7pp | 302.95%-290.4pp |
| Employer contribution / active EE | $1,448 | $6,698-78.4% | $5,919-75.5% | $4,762-69.6% |
| Participant deferral / active EE | $8,427 | $8,405+0.3% | $7,714+9.2% | $5,983+40.8% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |