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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 | $149,180 | $135,956+9.7% | $123,894+20.4% | $273,972-45.5% |
| Participation rate | 81.3% | 84.1%-2.8pp | 81.4%-0.2pp | 83.0%-1.8pp |
| Annual return | 9.67% | 56.63%-47.0pp | 47.52%-37.9pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,453 | $5,170-71.9% | $4,617-68.5% | $4,869-70.1% |
| Participant deferral / active EE | $4,527 | $6,343-28.6% | $5,984-24.4% | $5,287-14.4% |
| Admin fee / account holder | $227 | $9,817-97.7% | $8,357-97.3% | $10,133-97.8% |