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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 | $167,239 | $95,193+75.7% | $76,523+118.5% | $135,382+23.5% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | 12.72% | 4.85%+7.9pp | -0.27%+13.0pp | 519.77%-507.1pp |
| Employer contribution / active EE | $3,292 | $3,302-0.3% | $2,647+24.4% | $4,779-31.1% |
| Participant deferral / active EE | $6,144 | $4,639+32.4% | $3,835+60.2% | $5,609+9.5% |
| Admin fee / account holder | $298 | $6,249-95.2% | $4,848-93.9% | $10,829-97.3% |