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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 | $140,279 | $103,949+34.9% | $69,182+102.8% | $273,972-48.8% |
| Participation rate | 77.3% | 67.4%+9.9pp | 55.1%+22.2pp | 83.0%-5.7pp |
| Annual return | 8.39% | 35.28%-26.9pp | -21.93%+30.3pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,604 | $1,783-10.0% | $1,206+33.0% | $4,869-67.1% |
| Participant deferral / active EE | $4,590 | $2,716+69.0% | $1,897+141.9% | $5,287-13.2% |
| Admin fee / account holder | $8 | $3,671-99.8% | $2,697-99.7% | $10,133-99.9% |