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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 | $104,960 | $131,835-20.4% | $108,582-3.3% | $273,972-61.7% |
| Participation rate | 84.2% | 83.5%+0.8pp | 79.6%+4.6pp | 83.0%+1.2pp |
| Annual return | 11.58% | -91.57%+103.2pp | -51.70%+63.3pp | 41.46%-29.9pp |
| Employer contribution / active EE | $2,875 | $4,913-41.5% | $3,758-23.5% | $4,869-40.9% |
| Participant deferral / active EE | $6,134 | $5,127+19.6% | $4,311+42.3% | $5,287+16.0% |
| Admin fee / account holder | $28 | $10,253-99.7% | $7,645-99.6% | $10,133-99.7% |