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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 | $147,599 | $107,733+37.0% | $92,985+58.7% | $154,746-4.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 16.59% | 30.39%-13.8pp | 27.99%-11.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,368 | $3,126-24.3% | $2,662-11.0% | $4,379-45.9% |
| Participant deferral / active EE | $9,706 | $5,053+92.1% | $4,377+121.8% | $6,730+44.2% |
| Admin fee / account holder | $171 | $11,369-98.5% | $9,463-98.2% | $14,365-98.8% |