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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 | $113,591 | $140,578-19.2% | $100,671+12.8% | $125,389-9.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 70.7%+4.3pp | 83.2%-8.2pp |
| Annual return | -1.41% | 24.67%-26.1pp | 20.43%-21.8pp | 282.24%-283.6pp |
| Employer contribution / active EE | $2,096 | $5,965-64.9% | $4,012-47.8% | $4,866-56.9% |
| Participant deferral / active EE | $7,090 | $3,981+78.1% | $3,144+125.5% | $5,352+32.5% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |