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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 | $177,417 | $167,352+6.0% | $143,788+23.4% | $134,509+31.9% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -14.06% | 0.47%-14.5pp | -0.03%-14.0pp | 418.13%-432.2pp |
| Employer contribution / active EE | $5,338 | $5,620-5.0% | $4,952+7.8% | $4,741+12.6% |
| Participant deferral / active EE | $7,020 | $6,447+8.9% | $5,638+24.5% | $6,400+9.7% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |