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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 | $163,375 | $103,392+58.0% | $87,104+87.6% | $152,897+6.9% |
| Participation rate | 85.7% | 79.4%+6.4pp | 76.9%+8.8pp | 82.5%+3.3pp |
| Annual return | 22.76% | 28.10%-5.3pp | 28.19%-5.4pp | 345.43%-322.7pp |
| Employer contribution / active EE | $2,321 | $3,221-27.9% | $2,521-7.9% | $4,764-51.3% |
| Participant deferral / active EE | $3,447 | $4,778-27.9% | $4,048-14.9% | $5,851-41.1% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |