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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 | $119,731 | $113,941+5.1% | $94,229+27.1% | $125,389-4.5% |
| Participation rate | 71.4% | 82.9%-11.5pp | 78.8%-7.3pp | 83.2%-11.8pp |
| Annual return | -1.90% | 5.29%-7.2pp | 10.68%-12.6pp | 282.24%-284.1pp |
| Employer contribution / active EE | $3,070 | $4,727-35.1% | $3,587-14.4% | $4,866-36.9% |
| Participant deferral / active EE | $11,495 | $5,179+122.0% | $4,320+166.1% | $5,352+114.8% |
| Admin fee / account holder | $167 | $8,392-98.0% | $6,269-97.3% | $9,541-98.2% |