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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 | $60,858 | $42,909+41.8% | $60,906-0.1% | $68,486-11.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -17.29% | -13.99%-3.3pp | 16.94%-34.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $7,276 | $1,979+267.7% | $2,703+169.2% | $2,597+180.2% |
| Participant deferral / active EE | $7,426 | $2,866+159.1% | $3,814+94.7% | $4,028+84.4% |
| Admin fee / account holder | $143 | $3,104-95.4% | $3,227-95.6% | $5,404-97.4% |