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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 | $73,693 | $64,719+13.9% | $112,249-34.3% | $68,486+7.6% |
| Participation rate | 94.1% | 67.2%+27.0pp | 75.1%+19.1pp | 67.9%+26.2pp |
| Annual return | -14.19% | -11.40%-2.8pp | 27.48%-41.7pp | -7.85%-6.3pp |
| Employer contribution / active EE | $18,049 | $2,747+557.1% | $3,636+396.4% | $2,597+595.1% |
| Participant deferral / active EE | $1,658 | $3,565-53.5% | $4,729-64.9% | $4,028-58.8% |
| Admin fee / account holder | $90 | $5,232-98.3% | $6,412-98.6% | $5,404-98.3% |