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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 | $30,445 | $140,592-78.3% | $123,105-75.3% | $125,389-75.7% |
| Participation rate | 88.9% | 88.2%+0.7pp | 86.8%+2.1pp | 83.2%+5.7pp |
| Annual return | -2.86% | 16.80%-19.7pp | 13.22%-16.1pp | 282.24%-285.1pp |
| Employer contribution / active EE | $2,023 | $6,041-66.5% | $5,151-60.7% | $4,866-58.4% |
| Participant deferral / active EE | $11,058 | $6,980+58.4% | $6,229+77.5% | $5,352+106.6% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |