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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 | $138,200 | $78,428+76.2% | $95,960+44.0% | $79,852+73.1% |
| Participation rate | 75.7% | 73.5%+2.2pp | 77.1%-1.4pp | 69.6%+6.0pp |
| Annual return | 19.65% | 19.37%+0.3pp | 91.63%-72.0pp | 31.72%-12.1pp |
| Employer contribution / active EE | $1,915 | $1,945-1.5% | $2,541-24.6% | $2,471-22.5% |
| Participant deferral / active EE | $3,812 | $3,440+10.8% | $4,167-8.5% | $3,740+1.9% |
| Admin fee / account holder | $161 | $5,622-97.1% | $6,797-97.6% | $5,306-97.0% |