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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 | $200,182 | $140,578+42.4% | $100,671+98.8% | $125,389+59.6% |
| Participation rate | 72.2% | 80.4%-8.2pp | 70.7%+1.5pp | 83.2%-11.0pp |
| Annual return | 2.06% | 24.67%-22.6pp | 20.43%-18.4pp | 282.24%-280.2pp |
| Employer contribution / active EE | $456 | $5,965-92.4% | $4,012-88.6% | $4,866-90.6% |
| Participant deferral / active EE | $7,018 | $3,981+76.3% | $3,144+123.3% | $5,352+31.1% |
| Admin fee / account holder | $124 | $6,716-98.2% | $4,850-97.4% | $9,541-98.7% |