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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 | $127,223 | $124,314+2.3% | $109,163+16.5% | $167,518-24.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 20.24% | 26.04%-5.8pp | 25.75%-5.5pp | 478.71%-458.5pp |
| Employer contribution / active EE | $1,442 | $4,209-65.7% | $3,723-61.3% | $4,838-70.2% |
| Participant deferral / active EE | $8,382 | $5,256+59.5% | $4,654+80.1% | $6,342+32.2% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |