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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 | $106,588+38.5% | $94,215+56.7% | $155,188-4.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 16.59% | 29.39%-12.8pp | 28.22%-11.6pp | 148.84%-132.2pp |
| Employer contribution / active EE | $2,368 | $3,080-23.1% | $2,675-11.5% | $4,248-44.3% |
| Participant deferral / active EE | $9,706 | $4,802+102.1% | $4,276+127.0% | $6,531+48.6% |
| Admin fee / account holder | $171 | $12,281-98.6% | $10,216-98.3% | $14,480-98.8% |