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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 | $110,253 | $106,115+3.9% | $85,969+28.2% | $125,389-12.1% |
| Participation rate | 83.3% | 84.1%-0.7pp | 76.5%+6.8pp | 83.2%+0.1pp |
| Annual return | -3.29% | 13.93%-17.2pp | 9.32%-12.6pp | 282.24%-285.5pp |
| Employer contribution / active EE | $2,189 | $4,537-51.8% | $3,474-37.0% | $4,866-55.0% |
| Participant deferral / active EE | $4,924 | $4,859+1.3% | $3,829+28.6% | $5,352-8.0% |
| Admin fee / account holder | $18 | $8,144-99.8% | $6,053-99.7% | $9,541-99.8% |