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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 | $144,477 | $118,708+21.7% | $98,920+46.1% | $158,966-9.1% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | 11.98% | 372.49%-360.5pp | 196.47%-184.5pp | 302.95%-291.0pp |
| Employer contribution / active EE | $1,520 | $3,334-54.4% | $2,689-43.5% | $4,762-68.1% |
| Participant deferral / active EE | $5,200 | $5,089+2.2% | $4,245+22.5% | $5,983-13.1% |
| Admin fee / account holder | $98 | $10,134-99.0% | $6,643-98.5% | $11,250-99.1% |