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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 | $91,933 | $87,546+5.0% | $75,784+21.3% | $125,389-26.7% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -1.70% | 13.49%-15.2pp | 9.68%-11.4pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,525 | $3,930-61.2% | $3,323-54.1% | $4,866-68.7% |
| Participant deferral / active EE | $4,408 | $4,230+4.2% | $3,652+20.7% | $5,352-17.6% |
| Admin fee / account holder | $152 | $6,503-97.7% | $5,300-97.1% | $9,541-98.4% |