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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 | $92,200 | $100,772-8.5% | $86,690+6.4% | $134,493-31.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -19.87% | 29.06%-48.9pp | 35.93%-55.8pp | 418.01%-437.9pp |
| Employer contribution / active EE | $2,571 | $3,490-26.3% | $2,837-9.4% | $4,740-45.8% |
| Participant deferral / active EE | $6,081 | $5,338+13.9% | $4,656+30.6% | $6,400-5.0% |
| Admin fee / account holder | $24 | $10,920-99.8% | $7,490-99.7% | $11,425-99.8% |