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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 | $100,936 | $96,508+4.6% | $75,901+33.0% | $152,897-34.0% |
| Participation rate | 72.2% | 76.2%-4.0pp | 69.3%+2.9pp | 82.5%-10.2pp |
| Annual return | 21.60% | 33.99%-12.4pp | 30.76%-9.2pp | 345.43%-323.8pp |
| Employer contribution / active EE | $2,323 | $3,310-29.8% | $2,501-7.1% | $4,764-51.2% |
| Participant deferral / active EE | $5,371 | $4,554+17.9% | $3,603+49.1% | $5,851-8.2% |
| Admin fee / account holder | $156 | $8,081-98.1% | $5,420-97.1% | $11,599-98.7% |