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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 | $160,890 | $185,312-13.2% | $161,489-0.4% | $154,746+4.0% |
| Participation rate | 76.9% | 82.5%-5.5pp | 78.7%-1.8pp | 80.7%-3.8pp |
| Annual return | 14.70% | 103.84%-89.1pp | 89.72%-75.0pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,674 | $4,769-43.9% | $4,268-37.4% | $4,379-38.9% |
| Participant deferral / active EE | $8,171 | $6,350+28.7% | $5,630+45.1% | $6,730+21.4% |
| Admin fee / account holder | $25 | $18,654-99.9% | $16,006-99.8% | $14,365-99.8% |