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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 | $125,879 | $152,619-17.5% | $125,195+0.5% | $152,909-17.7% |
| Participation rate | 84.2% | 83.3%+0.9pp | 79.8%+4.4pp | 82.5%+1.8pp |
| Annual return | 20.46% | 54.85%-34.4pp | 43.79%-23.3pp | 345.46%-325.0pp |
| Employer contribution / active EE | $5,919 | $4,947+19.6% | $3,866+53.1% | $4,764+24.2% |
| Participant deferral / active EE | $8,134 | $5,869+38.6% | $4,937+64.7% | $5,851+39.0% |
| Admin fee / account holder | $20 | $13,437-99.9% | $9,704-99.8% | $11,601-99.8% |