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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 | $166,144 | $110,379+50.5% | $102,412+62.2% | $145,884+13.9% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 18.85% | 24.84%-6.0pp | 24.94%-6.1pp | 551.85%-533.0pp |
| Employer contribution / active EE | $2,312 | $4,216-45.2% | $3,870-40.3% | $4,662-50.4% |
| Participant deferral / active EE | $6,868 | $5,622+22.2% | $5,060+35.7% | $6,690+2.7% |
| Admin fee / account holder | $17 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |