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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 | $160,143 | $106,247+50.7% | $96,515+65.9% | $139,466+14.8% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 13.10% | 38.47%-25.4pp | 35.73%-22.6pp | 373.66%-360.6pp |
| Employer contribution / active EE | $3,039 | $4,106-26.0% | $3,740-18.7% | $4,754-36.1% |
| Participant deferral / active EE | $5,794 | $5,456+6.2% | $4,880+18.7% | $6,712-13.7% |
| Admin fee / account holder | $99 | $7,885-98.7% | $6,735-98.5% | $11,409-99.1% |