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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 | $170,817 | $228,395-25.2% | $185,861-8.1% | $158,982+7.4% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 12.38% | 40.82%-28.4pp | 35.96%-23.6pp | 302.99%-290.6pp |
| Employer contribution / active EE | $1,991 | $4,968-59.9% | $4,088-51.3% | $4,763-58.2% |
| Participant deferral / active EE | $6,635 | $6,417+3.4% | $5,634+17.8% | $5,983+10.9% |
| Admin fee / account holder | $50 | $11,869-99.6% | $9,503-99.5% | $11,252-99.6% |