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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 | $86,433 | $65,703+31.5% | $94,228-8.3% | $59,633+44.9% |
| Participation rate | 94.1% | 72.1%+22.0pp | 78.8%+15.3pp | 68.7%+25.4pp |
| Annual return | -0.19% | 5.22%-5.4pp | 10.68%-10.9pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $2,876 | $2,021+42.3% | $3,587-19.8% | $2,203+30.6% |
| Participant deferral / active EE | $3,115 | $3,143-0.9% | $4,320-27.9% | $3,192-2.4% |
| Admin fee / account holder | $244 | $4,264-94.3% | $6,269-96.1% | $4,297-94.3% |