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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 | $238,425 | $116,203+105.2% | $93,621+154.7% | $152,909+55.9% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.8%+7.5pp | 82.5%+0.9pp |
| Annual return | 19.98% | 35.96%-16.0pp | 32.76%-12.8pp | 345.46%-325.5pp |
| Employer contribution / active EE | $2,063 | $3,219-35.9% | $2,719-24.1% | $4,764-56.7% |
| Participant deferral / active EE | $10,372 | $4,605+125.2% | $4,070+154.9% | $5,851+77.2% |
| Admin fee / account holder | $289 | $10,751-97.3% | $7,890-96.3% | $11,601-97.5% |