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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 | $175,698 | $116,203+51.2% | $93,621+87.7% | $152,909+14.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.8%+11.7pp | 82.5%+5.0pp |
| Annual return | 22.40% | 35.96%-13.6pp | 32.76%-10.4pp | 345.46%-323.1pp |
| Employer contribution / active EE | $1,402 | $3,219-56.5% | $2,719-48.4% | $4,764-70.6% |
| Participant deferral / active EE | $7,102 | $4,605+54.2% | $4,070+74.5% | $5,851+21.4% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |