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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 | $126,854 | $95,975+32.2% | $74,552+70.2% | $135,382-6.3% |
| Participation rate | 72.2% | 75.7%-3.4pp | 69.1%+3.1pp | 82.6%-10.4pp |
| Annual return | 2.48% | 56.96%-54.5pp | 32.53%-30.1pp | 519.77%-517.3pp |
| Employer contribution / active EE | $1,429 | $2,716-47.4% | $1,961-27.1% | $4,779-70.1% |
| Participant deferral / active EE | $5,282 | $3,844+37.4% | $3,108+70.0% | $5,609-5.8% |
| Admin fee / account holder | $283 | $6,522-95.7% | $5,060-94.4% | $10,829-97.4% |