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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 | $95,233 | $127,387-25.2% | $115,038-17.2% | $125,389-24.0% |
| Participation rate | 92.9% | 84.2%+8.7pp | 81.4%+11.5pp | 83.2%+9.7pp |
| Annual return | -1.26% | 31.28%-32.5pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $8,058 | $5,166+56.0% | $4,608+74.9% | $4,866+65.6% |
| Participant deferral / active EE | $10,778 | $6,423+67.8% | $6,026+78.8% | $5,352+101.4% |
| Admin fee / account holder | $13 | $9,516-99.9% | $8,175-99.8% | $9,541-99.9% |