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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 | $177,022 | $127,387+39.0% | $115,038+53.9% | $125,389+41.2% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -1.26% | 31.28%-32.5pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $5,529 | $5,166+7.0% | $4,608+20.0% | $4,866+13.6% |
| Participant deferral / active EE | $9,315 | $6,423+45.0% | $6,026+54.6% | $5,352+74.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |