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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 | $151,030 | $110,410+36.8% | $102,437+47.4% | $145,897+3.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 31.16% | 24.85%+6.3pp | 24.95%+6.2pp | 552.29%-521.1pp |
| Employer contribution / active EE | $2,340 | $4,217-44.5% | $3,871-39.5% | $4,663-49.8% |
| Participant deferral / active EE | $7,218 | $5,622+28.4% | $5,060+42.6% | $6,689+7.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |