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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 | $38,195 | $127,387-70.0% | $115,038-66.8% | $125,389-69.5% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -2.37% | 31.28%-33.6pp | 26.14%-28.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $1,676 | $5,166-67.6% | $4,608-63.6% | $4,866-65.6% |
| Participant deferral / active EE | $2,769 | $6,423-56.9% | $6,026-54.0% | $5,352-48.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |