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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 | $192,585 | $92,219+108.8% | $76,768+150.9% | $135,379+42.3% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -8.15% | 5.46%-13.6pp | 2.43%-10.6pp | 519.79%-527.9pp |
| Employer contribution / active EE | $2,462 | $3,216-23.4% | $2,485-0.9% | $4,779-48.5% |
| Participant deferral / active EE | $7,624 | $4,508+69.1% | $3,852+97.9% | $5,609+35.9% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |