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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 | $90,515 | $100,805-10.2% | $86,698+4.4% | $134,532-32.7% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -11.19% | 29.09%-40.3pp | 35.95%-47.1pp | 418.27%-429.5pp |
| Employer contribution / active EE | $1,689 | $3,490-51.6% | $2,837-40.5% | $4,741-64.4% |
| Participant deferral / active EE | $7,622 | $5,339+42.7% | $4,656+63.7% | $6,401+19.1% |
| Admin fee / account holder | $284 | $10,925-97.4% | $7,493-96.2% | $11,429-97.5% |