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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 | $125,255 | $87,546+43.1% | $75,784+65.3% | $125,389-0.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.42% | 13.49%-13.9pp | 9.68%-10.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,763 | $3,930-55.1% | $3,323-46.9% | $4,866-63.8% |
| Participant deferral / active EE | $1,763 | $4,230-58.3% | $3,652-51.7% | $5,352-67.0% |
| Admin fee / account holder | $117 | $6,503-98.2% | $5,300-97.8% | $9,541-98.8% |