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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 | $58,722 | $127,387-53.9% | $115,038-49.0% | $125,389-53.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.19% | 31.28%-31.5pp | 26.14%-26.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $3,704 | $5,166-28.3% | $4,608-19.6% | $4,866-23.9% |
| Participant deferral / active EE | $7,392 | $6,423+15.1% | $6,026+22.7% | $5,352+38.1% |
| Admin fee / account holder | $19 | $9,516-99.8% | $8,175-99.8% | $9,541-99.8% |