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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 | $94,883 | $86,701+9.4% | $73,309+29.4% | $125,389-24.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.37% | 2.78%-4.1pp | 5.67%-7.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $2,594 | $4,152-37.5% | $3,237-19.9% | $4,866-46.7% |
| Participant deferral / active EE | $5,853 | $5,549+5.5% | $4,991+17.3% | $5,352+9.4% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |