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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 | $157,779 | $162,821-3.1% | $133,978+17.8% | $158,982-0.8% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+8.9pp |
| Annual return | 5.58% | 41.95%-36.4pp | 45.10%-39.5pp | 302.99%-297.4pp |
| Employer contribution / active EE | $2,011 | $4,976-59.6% | $3,919-48.7% | $4,763-57.8% |
| Participant deferral / active EE | $7,383 | $5,910+24.9% | $5,047+46.3% | $5,983+23.4% |
| Admin fee / account holder | $252 | $11,742-97.9% | $8,930-97.2% | $11,252-97.8% |