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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 | $134,056 | $123,155+8.9% | $108,753+23.3% | $155,188-13.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 12.78% | 44.73%-32.0pp | 37.47%-24.7pp | 148.84%-136.1pp |
| Employer contribution / active EE | $2,152 | $2,811-23.5% | $2,427-11.3% | $4,248-49.3% |
| Participant deferral / active EE | $5,245 | $4,623+13.4% | $4,115+27.5% | $6,531-19.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |