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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 | $64,191 | $87,544-26.7% | $75,784-15.3% | $125,388-48.8% |
| Participation rate | 91.7% | 80.2%+11.5pp | 75.8%+15.8pp | 83.2%+8.5pp |
| Annual return | -2.62% | 13.49%-16.1pp | 9.68%-12.3pp | 282.24%-284.9pp |
| Employer contribution / active EE | $5,419 | $3,930+37.9% | $3,323+63.1% | $4,866+11.4% |
| Participant deferral / active EE | $4,478 | $4,229+5.9% | $3,652+22.6% | $5,352-16.3% |
| Admin fee / account holder | $227 | $6,502-96.5% | $5,300-95.7% | $9,541-97.6% |