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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 | $140,824 | $131,835+6.8% | $108,582+29.7% | $273,972-48.6% |
| Participation rate | 89.5% | 83.5%+6.0pp | 79.6%+9.9pp | 83.0%+6.5pp |
| Annual return | 8.81% | -91.57%+100.4pp | -51.70%+60.5pp | 41.46%-32.6pp |
| Employer contribution / active EE | $4,986 | $4,913+1.5% | $3,758+32.7% | $4,869+2.4% |
| Participant deferral / active EE | $8,720 | $5,127+70.1% | $4,311+102.3% | $5,287+64.9% |
| Admin fee / account holder | $33 | $10,253-99.7% | $7,645-99.6% | $10,133-99.7% |