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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 | $50,316 | $222,882-77.4% | $182,153-72.4% | $198,609-74.7% |
| Participation rate | 81.8% | 67.8%+14.1pp | 65.7%+16.1pp | 82.4%-0.6pp |
| Annual return | 9.72% | 38.53%-28.8pp | 35.04%-25.3pp | 202.70%-193.0pp |
| Employer contribution / active EE | $1,434 | $2,741-47.7% | $2,593-44.7% | $5,055-71.6% |
| Participant deferral / active EE | $7,258 | $4,212+72.3% | $3,776+92.2% | $6,977+4.0% |
| Admin fee / account holder | $157 | $8,972-98.3% | $9,477-98.3% | $19,030-99.2% |