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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 | $102,372 | $95,188+7.5% | $76,518+33.8% | $135,379-24.4% |
| Participation rate | 91.7% | 74.4%+17.3pp | 68.0%+23.7pp | 82.6%+9.0pp |
| Annual return | -8.87% | 4.85%-13.7pp | -0.27%-8.6pp | 519.79%-528.7pp |
| Employer contribution / active EE | $2,567 | $3,303-22.3% | $2,647-3.0% | $4,779-46.3% |
| Participant deferral / active EE | $7,864 | $4,640+69.5% | $3,836+105.0% | $5,609+40.2% |
| Admin fee / account holder | $204 | $6,249-96.7% | $4,849-95.8% | $10,828-98.1% |