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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 | $136,503 | $90,486+50.9% | $78,676+73.5% | $273,972-50.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.52% | 75.62%-70.1pp | 62.19%-56.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,940 | $3,175-38.9% | $2,850-31.9% | $4,869-60.2% |
| Participant deferral / active EE | $5,089 | $3,901+30.5% | $3,517+44.7% | $5,287-3.7% |
| Admin fee / account holder | $211 | $5,263-96.0% | $4,510-95.3% | $10,133-97.9% |