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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 | $204,829 | $88,707+130.9% | $74,184+176.1% | $273,972-25.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 9.17% | 11.94%-2.8pp | 17.74%-8.6pp | 41.46%-32.3pp |
| Employer contribution / active EE | $7,449 | $3,159+135.8% | $2,370+214.3% | $4,869+53.0% |
| Participant deferral / active EE | $7,197 | $4,212+70.9% | $3,550+102.7% | $5,287+36.1% |
| Admin fee / account holder | $32 | $8,717-99.6% | $5,586-99.4% | $10,133-99.7% |