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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 | $160,820 | $110,410+45.7% | $102,437+57.0% | $145,897+10.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 10.50% | 24.85%-14.4pp | 24.95%-14.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $2,882 | $4,217-31.7% | $3,871-25.5% | $4,663-38.2% |
| Participant deferral / active EE | $8,565 | $5,622+52.4% | $5,060+69.3% | $6,689+28.0% |
| Admin fee / account holder | $73 | $9,745-99.2% | $8,388-99.1% | $13,390-99.5% |