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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 | $98,905 | $127,386-22.4% | $115,037-14.0% | $125,388-21.1% |
| Participation rate | 90.5% | 84.2%+6.3pp | 81.4%+9.1pp | 83.2%+7.3pp |
| Annual return | -1.15% | 31.28%-32.4pp | 26.14%-27.3pp | 282.24%-283.4pp |
| Employer contribution / active EE | $8,034 | $5,166+55.5% | $4,608+74.4% | $4,866+65.1% |
| Participant deferral / active EE | $8,725 | $6,423+35.8% | $6,026+44.8% | $5,352+63.0% |
| Admin fee / account holder | $250 | $9,516-97.4% | $8,175-96.9% | $9,541-97.4% |