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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 | $141,954 | $131,835+7.7% | $108,582+30.7% | $273,972-48.2% |
| Participation rate | 81.0% | 83.5%-2.5pp | 79.6%+1.4pp | 83.0%-2.1pp |
| Annual return | 7.21% | -91.57%+98.8pp | -51.70%+58.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,188 | $4,913-55.5% | $3,758-41.8% | $4,869-55.1% |
| Participant deferral / active EE | $7,364 | $5,127+43.6% | $4,311+70.8% | $5,287+39.3% |
| Admin fee / account holder | $235 | $10,253-97.7% | $7,645-96.9% | $10,133-97.7% |