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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 | $111,814+43.8% | $103,378+55.6% | $145,978+10.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 10.50% | 24.80%-14.3pp | 24.91%-14.4pp | 550.52%-540.0pp |
| Employer contribution / active EE | $2,882 | $4,215-31.6% | $3,870-25.5% | $4,662-38.2% |
| Participant deferral / active EE | $8,565 | $5,618+52.5% | $5,058+69.3% | $6,690+28.0% |
| Admin fee / account holder | $73 | $9,764-99.2% | $8,401-99.1% | $13,400-99.5% |