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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 | $196,931 | $127,387+54.6% | $115,038+71.2% | $125,389+57.1% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -2.66% | 31.28%-33.9pp | 26.14%-28.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $4,919 | $5,166-4.8% | $4,608+6.8% | $4,866+1.1% |
| Participant deferral / active EE | $9,338 | $6,423+45.4% | $6,026+55.0% | $5,352+74.5% |
| Admin fee / account holder | $193 | $9,516-98.0% | $8,175-97.6% | $9,541-98.0% |