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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 | $54,514 | $56,200-3.0% | $67,653-19.4% | $59,633-8.6% |
| Participation rate | 72.0% | 71.5%+0.5pp | 75.7%-3.7pp | 68.7%+3.3pp |
| Annual return | 0.35% | 18506.71%-18506.4pp | 6625.22%-6624.9pp | 2041.40%-2041.0pp |
| Employer contribution / active EE | $1,831 | $1,615+13.4% | $2,266-19.2% | $2,203-16.9% |
| Participant deferral / active EE | $4,135 | $2,843+45.4% | $3,560+16.2% | $3,192+29.6% |
| Admin fee / account holder | $73 | $3,959-98.1% | $4,821-98.5% | $4,297-98.3% |