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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 | $104,857 | $113,941-8.0% | $94,229+11.3% | $125,389-16.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.88% | 5.29%-7.2pp | 10.68%-12.6pp | 282.24%-284.1pp |
| Employer contribution / active EE | $4,968 | $4,727+5.1% | $3,587+38.5% | $4,866+2.1% |
| Participant deferral / active EE | $5,159 | $5,179-0.4% | $4,320+19.4% | $5,352-3.6% |
| Admin fee / account holder | $208 | $8,392-97.5% | $6,269-96.7% | $9,541-97.8% |