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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 | $407,956-67.8% | $299,830-56.1% | $198,609-33.8% |
| Participation rate | 85.7% | 83.3%+2.4pp | 78.5%+7.2pp | 82.4%+3.3pp |
| Annual return | 21.29% | 6.66%+14.6pp | 10.58%+10.7pp | 202.70%-181.4pp |
| Employer contribution / active EE | $3,715 | $7,661-51.5% | $5,842-36.4% | $5,055-26.5% |
| Participant deferral / active EE | $10,568 | $8,628+22.5% | $7,038+50.2% | $6,977+51.5% |
| Admin fee / account holder | $117 | $73,031-99.8% | $50,982-99.8% | $19,030-99.4% |