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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 | $68,165 | $72,177-5.6% | $115,038-40.7% | $59,633+14.3% |
| Participation rate | 97.0% | 72.6%+24.4pp | 81.4%+15.6pp | 68.7%+28.3pp |
| Annual return | -2.36% | 12.02%-14.4pp | 26.14%-28.5pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $5,056 | $2,841+78.0% | $4,608+9.7% | $2,203+129.5% |
| Participant deferral / active EE | $6,345 | $4,783+32.7% | $6,026+5.3% | $3,192+98.8% |
| Admin fee / account holder | $21 | $4,927-99.6% | $8,175-99.7% | $4,297-99.5% |