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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 | $174,302 | $154,209+13.0% | $130,062+34.0% | $139,487+25.0% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.5%-5.8pp | 80.3%-7.6pp |
| Annual return | 14.29% | 32.52%-18.2pp | -137.37%+151.7pp | 373.84%-359.5pp |
| Employer contribution / active EE | $2,538 | $5,292-52.0% | $4,322-41.3% | $4,755-46.6% |
| Participant deferral / active EE | $7,318 | $6,709+9.1% | $5,821+25.7% | $6,713+9.0% |
| Admin fee / account holder | $13 | $13,988-99.9% | $10,601-99.9% | $11,407-99.9% |