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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 | $174,725 | $127,296+37.3% | $109,907+59.0% | $167,536+4.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 11.77% | 22.97%-11.2pp | 29.46%-17.7pp | 478.82%-467.0pp |
| Employer contribution / active EE | $2,300 | $3,325-30.8% | $2,844-19.1% | $4,839-52.5% |
| Participant deferral / active EE | $10,250 | $4,513+127.1% | $4,047+153.3% | $6,342+61.6% |
| Admin fee / account holder | $81 | $7,119-98.9% | $6,069-98.7% | $12,315-99.3% |