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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 | $124,177 | $99,032+25.4% | $80,022+55.2% | $135,379-8.3% |
| Participation rate | 91.7% | 78.4%+13.3pp | 75.8%+15.8pp | 82.6%+9.0pp |
| Annual return | -6.43% | 15.39%-21.8pp | 11.22%-17.7pp | 519.79%-526.2pp |
| Employer contribution / active EE | $843 | $3,043-72.3% | $2,468-65.8% | $4,779-82.4% |
| Participant deferral / active EE | $8,153 | $4,282+90.4% | $3,686+121.2% | $5,609+45.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |