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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 | $140,001 | $211,288-33.7% | $178,540-21.6% | $145,884-4.0% |
| Participation rate | 87.0% | 80.8%+6.1pp | 77.1%+9.8pp | 80.3%+6.7pp |
| Annual return | 11.32% | 30.27%-19.0pp | 27.15%-15.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $5,497 | $4,574+20.2% | $3,953+39.1% | $4,662+17.9% |
| Participant deferral / active EE | $5,747 | $6,967-17.5% | $6,281-8.5% | $6,690-14.1% |
| Admin fee / account holder | $133 | $12,105-98.9% | $10,424-98.7% | $13,392-99.0% |