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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 | $218,939 | $135,645+61.4% | $110,243+98.6% | $135,379+61.7% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | 0.55% | 513.24%-512.7pp | 314.76%-314.2pp | 519.79%-519.2pp |
| Employer contribution / active EE | $2,300 | $4,907-53.1% | $3,827-39.9% | $4,779-51.9% |
| Participant deferral / active EE | $11,546 | $5,507+109.7% | $4,672+147.1% | $5,609+105.9% |
| Admin fee / account holder | $280 | $11,458-97.6% | $8,548-96.7% | $10,828-97.4% |