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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 | $76,988 | $77,817-1.1% | $123,553-37.7% | $64,173+20.0% |
| Participation rate | 85.4% | 74.7%+10.7pp | 82.3%+3.1pp | 69.6%+15.8pp |
| Annual return | -6.84% | 12.49%-19.3pp | 119.21%-126.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,168 | $3,014+5.1% | $4,628-31.5% | $2,381+33.1% |
| Participant deferral / active EE | $6,011 | $5,240+14.7% | $6,426-6.5% | $3,470+73.3% |
| Admin fee / account holder | $5 | $5,519-99.9% | $9,284-99.9% | $4,887-99.9% |