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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 | $112,543 | $127,100-11.5% | $105,738+6.4% | $135,379-16.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.71% | 4.49%-11.2pp | 6.27%-13.0pp | 519.79%-526.5pp |
| Employer contribution / active EE | $5,751 | $4,107+40.0% | $3,268+76.0% | $4,779+20.4% |
| Participant deferral / active EE | $9,741 | $5,064+92.4% | $4,080+138.8% | $5,609+73.7% |
| Admin fee / account holder | $162 | $9,087-98.2% | $6,913-97.7% | $10,828-98.5% |