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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 | $158,548 | $115,796+36.9% | $101,264+56.6% | $158,950-0.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 7.56% | 56.15%-48.6pp | 46.48%-38.9pp | 302.91%-295.3pp |
| Employer contribution / active EE | $2,118 | $4,175-49.3% | $3,660-42.1% | $4,762-55.5% |
| Participant deferral / active EE | $2,731 | $4,958-44.9% | $4,370-37.5% | $5,983-54.3% |
| Admin fee / account holder | $44 | $7,247-99.4% | $5,947-99.3% | $11,248-99.6% |