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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 | $144,148 | $178,174-19.1% | $156,181-7.7% | $137,256+5.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 19.04% | 84.19%-65.1pp | 64.87%-45.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,627 | $4,972-27.0% | $4,294-15.5% | $4,156-12.7% |
| Participant deferral / active EE | $7,255 | $6,888+5.3% | $6,132+18.3% | $6,407+13.2% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |