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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 | $153,515 | $127,387+20.5% | $115,038+33.4% | $125,389+22.4% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -1.93% | 31.28%-33.2pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,838 | $5,166-64.4% | $4,608-60.1% | $4,866-62.2% |
| Participant deferral / active EE | $8,240 | $6,423+28.3% | $6,026+36.7% | $5,352+54.0% |
| Admin fee / account holder | $108 | $9,516-98.9% | $8,175-98.7% | $9,541-98.9% |