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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 | $147,520 | $183,592-19.6% | $155,567-5.2% | $145,959+1.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 16.44% | 61.24%-44.8pp | 64.74%-48.3pp | 561.95%-545.5pp |
| Employer contribution / active EE | $2,478 | $5,315-53.4% | $4,674-47.0% | $4,661-46.8% |
| Participant deferral / active EE | $7,065 | $6,464+9.3% | $5,628+25.5% | $6,689+5.6% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |