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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 | $119,180 | $110,286+8.1% | $96,569+23.4% | $139,427-14.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 15.14% | 26.39%-11.3pp | 25.87%-10.7pp | 373.27%-358.1pp |
| Employer contribution / active EE | $2,785 | $3,619-23.0% | $2,965-6.1% | $4,752-41.4% |
| Participant deferral / active EE | $6,982 | $5,546+25.9% | $4,851+43.9% | $6,711+4.0% |
| Admin fee / account holder | $24 | $11,592-99.8% | $8,251-99.7% | $11,404-99.8% |