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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 | $165,035 | $110,379+49.5% | $102,412+61.1% | $145,884+13.1% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 31.02% | 24.84%+6.2pp | 24.94%+6.1pp | 551.85%-520.8pp |
| Employer contribution / active EE | $3,005 | $4,216-28.7% | $3,870-22.4% | $4,662-35.6% |
| Participant deferral / active EE | $10,572 | $5,622+88.1% | $5,060+108.9% | $6,690+58.0% |
| Admin fee / account holder | $15 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |