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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 | $94,945 | $131,835-28.0% | $108,582-12.6% | $273,972-65.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.95% | -91.57%+100.5pp | -51.70%+60.7pp | 41.46%-32.5pp |
| Employer contribution / active EE | $5,873 | $4,913+19.5% | $3,758+56.3% | $4,869+20.6% |
| Participant deferral / active EE | $8,911 | $5,127+73.8% | $4,311+106.7% | $5,287+68.5% |
| Admin fee / account holder | $93 | $10,253-99.1% | $7,645-98.8% | $10,133-99.1% |