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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 | $65,510 | $127,387-48.6% | $115,038-43.1% | $125,389-47.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.77% | 31.28%-32.0pp | 26.14%-26.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $7,870 | $5,166+52.3% | $4,608+70.8% | $4,866+61.7% |
| Participant deferral / active EE | $3,008 | $6,423-53.2% | $6,026-50.1% | $5,352-43.8% |
| Admin fee / account holder | $6 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |