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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 | $65,013 | $127,387-49.0% | $115,038-43.5% | $125,389-48.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.46% | 31.28%-32.7pp | 26.14%-27.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $3,214 | $5,166-37.8% | $4,608-30.3% | $4,866-34.0% |
| Participant deferral / active EE | $5,751 | $6,423-10.5% | $6,026-4.6% | $5,352+7.5% |
| Admin fee / account holder | $7 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |