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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 | $141,367 | $157,304-10.1% | $141,197+0.1% | $152,909-7.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 22.98% | 64.34%-41.4pp | 71.41%-48.4pp | 345.46%-322.5pp |
| Employer contribution / active EE | $2,672 | $5,263-49.2% | $4,736-43.6% | $4,764-43.9% |
| Participant deferral / active EE | $6,903 | $7,111-2.9% | $6,710+2.9% | $5,851+18.0% |
| Admin fee / account holder | $148 | $12,126-98.8% | $10,265-98.6% | $11,601-98.7% |