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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 | $158,036 | $149,778+5.5% | $118,946+32.9% | $158,966-0.6% |
| Participation rate | 82.4% | 82.1%+0.3pp | 75.4%+7.0pp | 82.0%+0.4pp |
| Annual return | 11.35% | 19.95%-8.6pp | 35.89%-24.5pp | 302.95%-291.6pp |
| Employer contribution / active EE | $8,370 | $4,117+103.3% | $3,263+156.5% | $4,762+75.7% |
| Participant deferral / active EE | $5,242 | $5,225+0.3% | $4,266+22.9% | $5,983-12.4% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,250-100.0% |