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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 | $76,017 | $52,678+44.3% | $75,784+0.3% | $59,633+27.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -2.43% | 2.95%-5.4pp | 9.68%-12.1pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $1,657 | $2,193-24.5% | $3,323-50.1% | $2,203-24.8% |
| Participant deferral / active EE | $3,081 | $2,591+18.9% | $3,652-15.6% | $3,192-3.5% |
| Admin fee / account holder | $272 | $3,610-92.5% | $5,300-94.9% | $4,297-93.7% |