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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 | $87,720 | $67,411+30.1% | $91,004-3.6% | $70,126+25.1% |
| Participation rate | 83.3% | 71.4%+12.0pp | 75.6%+7.7pp | 69.5%+13.8pp |
| Annual return | 17.11% | -40.16%+57.3pp | 4.60%+12.5pp | 73.15%-56.0pp |
| Employer contribution / active EE | $4,428 | $1,786+147.9% | $2,456+80.3% | $2,343+89.0% |
| Participant deferral / active EE | $6,269 | $2,823+122.1% | $3,548+76.7% | $3,332+88.1% |
| Admin fee / account holder | $265 | $4,236-93.8% | $5,417-95.1% | $4,645-94.3% |