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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 | $110,240+8.1% | $96,544+23.4% | $139,487-14.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 15.14% | 26.41%-11.3pp | 25.88%-10.7pp | 373.84%-358.7pp |
| Employer contribution / active EE | $2,785 | $3,622-23.1% | $2,966-6.1% | $4,755-41.4% |
| Participant deferral / active EE | $6,982 | $5,549+25.8% | $4,851+43.9% | $6,713+4.0% |
| Admin fee / account holder | $24 | $11,602-99.8% | $8,254-99.7% | $11,407-99.8% |