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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 | $194,365 | $167,353+16.1% | $143,797+35.2% | $134,545+44.5% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -12.13% | 0.48%-12.6pp | -0.04%-12.1pp | 418.37%-430.5pp |
| Employer contribution / active EE | $5,449 | $5,620-3.1% | $4,952+10.0% | $4,742+14.9% |
| Participant deferral / active EE | $6,285 | $6,447-2.5% | $5,638+11.5% | $6,401-1.8% |
| Admin fee / account holder | $72 | $18,096-99.6% | $14,679-99.5% | $11,431-99.4% |