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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 | $156,425 | $115,917+34.9% | $100,535+55.6% | $158,982-1.6% |
| Participation rate | 70.0% | 81.6%-11.6pp | 79.4%-9.4pp | 82.0%-12.0pp |
| Annual return | 24.53% | 34.80%-10.3pp | 30.90%-6.4pp | 302.99%-278.5pp |
| Employer contribution / active EE | $1,688 | $4,105-58.9% | $3,419-50.6% | $4,763-64.6% |
| Participant deferral / active EE | $3,679 | $6,677-44.9% | $6,271-41.3% | $5,983-38.5% |
| Admin fee / account holder | $18 | $11,002-99.8% | $8,085-99.8% | $11,252-99.8% |