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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 | $108,855 | $82,028+32.7% | $123,105-11.6% | $59,633+82.5% |
| Participation rate | 85.4% | 83.2%+2.2pp | 86.8%-1.4pp | 68.7%+16.7pp |
| Annual return | -1.83% | 5.12%-6.9pp | 13.22%-15.0pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $5,168 | $3,297+56.8% | $5,151+0.3% | $2,203+134.6% |
| Participant deferral / active EE | $5,187 | $4,667+11.1% | $6,229-16.7% | $3,192+62.5% |
| Admin fee / account holder | $174 | $5,879-97.0% | $9,014-98.1% | $4,297-96.0% |