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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 | $160,956 | $107,421+49.8% | $182,262-11.7% | $94,015+71.2% |
| Participation rate | 89.3% | 77.8%+11.5pp | 84.2%+5.1pp | 70.8%+18.5pp |
| Annual return | 18.36% | 21.32%-3.0pp | 140.60%-122.2pp | 17.84%+0.5pp |
| Employer contribution / active EE | $4,698 | $3,448+36.3% | $5,046-6.9% | $2,790+68.4% |
| Participant deferral / active EE | $10,194 | $6,558+55.4% | $8,276+23.2% | $4,249+139.9% |
| Admin fee / account holder | $186 | $8,692-97.9% | $16,712-98.9% | $8,951-97.9% |