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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 | $143,307 | $209,336-31.5% | $197,124-27.3% | $137,256+4.4% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 20.39% | 48.09%-27.7pp | 44.34%-24.0pp | 220.34%-200.0pp |
| Employer contribution / active EE | $4,663 | $6,591-29.2% | $6,227-25.1% | $4,156+12.2% |
| Participant deferral / active EE | $9,992 | $9,614+3.9% | $9,135+9.4% | $6,407+56.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |