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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 | $126,764 | $98,240+29.0% | $82,312+54.0% | $147,586-14.1% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 15.71% | 30.85%-15.1pp | 25.88%-10.2pp | 578.59%-562.9pp |
| Employer contribution / active EE | $1,294 | $3,192-59.4% | $2,428-46.7% | $4,876-73.5% |
| Participant deferral / active EE | $2,161 | $4,383-50.7% | $3,706-41.7% | $5,439-60.3% |
| Admin fee / account holder | $138 | $8,563-98.4% | $5,608-97.5% | $10,886-98.7% |