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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 | $137,646 | $110,278+24.8% | $95,740+43.8% | $139,466-1.3% |
| Participation rate | 78.6% | 75.7%+2.8pp | 72.3%+6.3pp | 80.3%-1.8pp |
| Annual return | 16.23% | 27.19%-11.0pp | 28.41%-12.2pp | 373.66%-357.4pp |
| Employer contribution / active EE | $1,084 | $3,260-66.8% | $2,836-61.8% | $4,754-77.2% |
| Participant deferral / active EE | $4,109 | $4,674-12.1% | $4,244-3.2% | $6,712-38.8% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |