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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 | $193,806 | $131,829+47.0% | $108,579+78.5% | $273,968-29.3% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 10.59% | -91.57%+102.2pp | -51.70%+62.3pp | 41.45%-30.9pp |
| Employer contribution / active EE | $2,017 | $4,912-58.9% | $3,758-46.3% | $4,869-58.6% |
| Participant deferral / active EE | $5,894 | $5,127+15.0% | $4,311+36.7% | $5,287+11.5% |
| Admin fee / account holder | $35 | $10,252-99.7% | $7,645-99.5% | $10,132-99.7% |