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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 | $138,628 | $162,821-14.9% | $133,978+3.5% | $158,982-12.8% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 16.89% | 41.95%-25.1pp | 45.10%-28.2pp | 302.99%-286.1pp |
| Employer contribution / active EE | $2,170 | $4,976-56.4% | $3,919-44.6% | $4,763-54.4% |
| Participant deferral / active EE | $5,818 | $5,910-1.6% | $5,047+15.3% | $5,983-2.8% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |