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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 | $117,243 | $95,915+22.2% | $79,580+47.3% | $134,532-12.9% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -17.60% | -2.71%-14.9pp | 0.15%-17.8pp | 418.27%-435.9pp |
| Employer contribution / active EE | $842 | $3,129-73.1% | $2,413-65.1% | $4,741-82.2% |
| Participant deferral / active EE | $5,060 | $4,693+7.8% | $3,985+27.0% | $6,401-21.0% |
| Admin fee / account holder | $11 | $9,132-99.9% | $6,835-99.8% | $11,429-99.9% |