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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 | $63,004 | $127,387-50.5% | $115,038-45.2% | $125,389-49.8% |
| Participation rate | 89.5% | 84.2%+5.3pp | 81.4%+8.1pp | 83.2%+6.3pp |
| Annual return | -0.64% | 31.28%-31.9pp | 26.14%-26.8pp | 282.24%-282.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,479 | $6,423+0.9% | $6,026+7.5% | $5,352+21.1% |
| Admin fee / account holder | $130 | $9,516-98.6% | $8,175-98.4% | $9,541-98.6% |