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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 | $116,015 | $97,881+18.5% | $80,004+45.0% | $125,389-7.5% |
| Participation rate | 93.3% | 77.9%+15.5pp | 73.0%+20.3pp | 83.2%+10.1pp |
| Annual return | -0.82% | 9.36%-10.2pp | 7.63%-8.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,720 | $3,128-45.0% | $2,473-30.4% | $4,866-64.6% |
| Participant deferral / active EE | $3,122 | $3,744-16.6% | $3,204-2.6% | $5,352-41.7% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |