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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 | $152,884 | $72,177+111.8% | $115,038+32.9% | $59,633+156.4% |
| Participation rate | 87.9% | 72.6%+15.3pp | 81.4%+6.5pp | 68.7%+19.2pp |
| Annual return | -1.28% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,953 | $4,783+3.6% | $6,026-17.8% | $3,192+55.2% |
| Admin fee / account holder | $139 | $4,927-97.2% | $8,175-98.3% | $4,297-96.8% |