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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 | $115,126 | $127,386-9.6% | $115,037+0.1% | $125,388-8.2% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | 3.47% | 31.28%-27.8pp | 26.14%-22.7pp | 282.24%-278.8pp |
| Employer contribution / active EE | $4,660 | $5,166-9.8% | $4,608+1.1% | $4,866-4.2% |
| Participant deferral / active EE | $8,275 | $6,423+28.8% | $6,026+37.3% | $5,352+54.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |