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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 | $156,019 | $232,540-32.9% | $185,117-15.7% | $147,585+5.7% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 16.42% | 43.03%-26.6pp | 40.50%-24.1pp | 578.58%-562.2pp |
| Employer contribution / active EE | $5,154 | $5,195-0.8% | $4,182+23.3% | $4,876+5.7% |
| Participant deferral / active EE | $8,836 | $5,834+51.5% | $5,045+75.1% | $5,439+62.5% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |