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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 | $156,327 | $124,346+25.7% | $111,306+40.4% | $167,553-6.7% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 16.57% | 37.46%-20.9pp | 54.67%-38.1pp | 478.89%-462.3pp |
| Employer contribution / active EE | $2,809 | $3,438-18.3% | $2,732+2.8% | $4,840-42.0% |
| Participant deferral / active EE | $7,595 | $5,182+46.6% | $4,488+69.3% | $6,343+19.7% |
| Admin fee / account holder | -$310 | $10,623-102.9% | $7,966-103.9% | $12,316-102.5% |