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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 | $81,332 | $127,387-36.2% | $115,038-29.3% | $125,389-35.1% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -0.65% | 31.28%-31.9pp | 26.14%-26.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $3,722 | $5,166-27.9% | $4,608-19.2% | $4,866-23.5% |
| Participant deferral / active EE | $7,490 | $6,423+16.6% | $6,026+24.3% | $5,352+40.0% |
| Admin fee / account holder | $53 | $9,516-99.4% | $8,175-99.3% | $9,541-99.4% |