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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 | $213,122 | $162,812+30.9% | $133,971+59.1% | $158,966+34.1% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 7.82% | 41.94%-34.1pp | 45.09%-37.3pp | 302.95%-295.1pp |
| Employer contribution / active EE | $2,059 | $4,976-58.6% | $3,919-47.5% | $4,762-56.8% |
| Participant deferral / active EE | $8,733 | $5,910+47.8% | $5,047+73.0% | $5,983+46.0% |
| Admin fee / account holder | $89 | $11,741-99.2% | $8,929-99.0% | $11,250-99.2% |