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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 | $143,789 | $162,821-11.7% | $133,978+7.3% | $158,982-9.6% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.7pp |
| Annual return | 20.21% | 41.95%-21.7pp | 45.10%-24.9pp | 302.99%-282.8pp |
| Employer contribution / active EE | $3,397 | $4,976-31.7% | $3,919-13.3% | $4,763-28.7% |
| Participant deferral / active EE | $11,990 | $5,910+102.9% | $5,047+137.6% | $5,983+100.4% |
| Admin fee / account holder | $12 | $11,742-99.9% | $8,930-99.9% | $11,252-99.9% |