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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 | $54,075 | $127,387-57.6% | $115,038-53.0% | $125,389-56.9% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -1.23% | 31.28%-32.5pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $7,294 | $5,166+41.2% | $4,608+58.3% | $4,866+49.9% |
| Participant deferral / active EE | $5,009 | $6,423-22.0% | $6,026-16.9% | $5,352-6.4% |
| Admin fee / account holder | $265 | $9,516-97.2% | $8,175-96.8% | $9,541-97.2% |