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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 | $190,822 | $59,813+219.0% | $79,580+139.8% | $68,486+178.6% |
| Participation rate | 92.0% | 61.1%+30.9pp | 69.5%+22.5pp | 67.9%+24.1pp |
| Annual return | -15.92% | -12.30%-3.6pp | 0.15%-16.1pp | -7.85%-8.1pp |
| Employer contribution / active EE | $11,971 | $1,505+695.3% | $2,413+396.0% | $2,597+361.0% |
| Participant deferral / active EE | $4,864 | $3,024+60.8% | $3,985+22.0% | $4,028+20.8% |
| Admin fee / account holder | $9 | $4,835-99.8% | $6,835-99.9% | $5,404-99.8% |