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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 | $132,693 | $127,386+4.2% | $115,037+15.3% | $125,388+5.8% |
| Participation rate | 85.0% | 84.2%+0.8pp | 81.4%+3.6pp | 83.2%+1.8pp |
| Annual return | -0.85% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $3,347 | $5,166-35.2% | $4,608-27.4% | $4,866-31.2% |
| Participant deferral / active EE | $7,510 | $6,423+16.9% | $6,026+24.6% | $5,352+40.3% |
| Admin fee / account holder | $56 | $9,516-99.4% | $8,175-99.3% | $9,541-99.4% |