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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 | $136,445 | $103,393+32.0% | $87,103+56.6% | $152,909-10.8% |
| Participation rate | 78.6% | 79.4%-0.8pp | 76.9%+1.7pp | 82.5%-3.9pp |
| Annual return | 19.52% | 28.10%-8.6pp | 28.19%-8.7pp | 345.46%-325.9pp |
| Employer contribution / active EE | $2,472 | $3,221-23.3% | $2,521-2.0% | $4,764-48.1% |
| Participant deferral / active EE | $8,626 | $4,778+80.5% | $4,049+113.1% | $5,851+47.4% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |