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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 | $131,495 | $239,571-45.1% | $183,328-28.3% | $137,256-4.2% |
| Participation rate | 85.7% | 82.4%+3.3pp | 77.3%+8.4pp | 80.0%+5.8pp |
| Annual return | 21.29% | 35.69%-14.4pp | 29.67%-8.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $3,715 | $6,148-39.6% | $5,055-26.5% | $4,156-10.6% |
| Participant deferral / active EE | $10,568 | $7,995+32.2% | $6,795+55.5% | $6,407+65.0% |
| Admin fee / account holder | $117 | $30,059-99.6% | $21,427-99.5% | $12,270-99.0% |