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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 | $196,799 | $135,956+44.8% | $123,894+58.8% | $273,972-28.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 9.99% | 56.63%-46.6pp | 47.52%-37.5pp | 41.46%-31.5pp |
| Employer contribution / active EE | $2,370 | $5,170-54.2% | $4,617-48.7% | $4,869-51.3% |
| Participant deferral / active EE | $13,374 | $6,343+110.9% | $5,984+123.5% | $5,287+152.9% |
| Admin fee / account holder | $48 | $9,817-99.5% | $8,357-99.4% | $10,133-99.5% |