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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 | $158,621 | $99,875+58.8% | $146,866+8.0% | $86,983+82.4% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.5%-8.4pp | 69.5%+4.6pp |
| Annual return | 16.33% | 28.10%-11.8pp | 102.85%-86.5pp | 25.83%-9.5pp |
| Employer contribution / active EE | $4,251 | $3,224+31.8% | $4,425-3.9% | $2,584+64.5% |
| Participant deferral / active EE | $7,761 | $6,322+22.7% | $7,7590% | $4,194+85.0% |
| Admin fee / account holder | $208 | $7,838-97.4% | $13,620-98.5% | $7,856-97.4% |