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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 | $176,482 | $124,330+41.9% | $109,173+61.7% | $167,536+5.3% |
| Participation rate | 90.0% | 79.5%+10.5pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 17.01% | 26.04%-9.0pp | 25.75%-8.7pp | 478.82%-461.8pp |
| Employer contribution / active EE | $3,518 | $4,209-16.4% | $3,723-5.5% | $4,839-27.3% |
| Participant deferral / active EE | $7,969 | $5,256+51.6% | $4,654+71.2% | $6,342+25.6% |
| Admin fee / account holder | $58 | $7,974-99.3% | $6,755-99.1% | $12,315-99.5% |