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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 | $77,995 | $131,835-40.8% | $108,582-28.2% | $273,972-71.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.42% | -91.57%+101.0pp | -51.70%+61.1pp | 41.46%-32.0pp |
| Employer contribution / active EE | $6,294 | $4,913+28.1% | $3,758+67.5% | $4,869+29.3% |
| Participant deferral / active EE | $6,874 | $5,127+34.1% | $4,311+59.4% | $5,287+30.0% |
| Admin fee / account holder | $6 | $10,253-99.9% | $7,645-99.9% | $10,133-99.9% |