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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 | $120,672 | $107,806+11.9% | $90,655+33.1% | $135,382-10.9% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | -7.45% | -0.90%-6.5pp | 1.89%-9.3pp | 519.77%-527.2pp |
| Employer contribution / active EE | $343 | $3,018-88.7% | $2,532-86.5% | $4,779-92.8% |
| Participant deferral / active EE | $754 | $3,872-80.5% | $3,425-78.0% | $5,609-86.6% |
| Admin fee / account holder | $56 | $5,931-99.1% | $4,994-98.9% | $10,829-99.5% |