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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 | $120,358 | $64,719+86.0% | $112,249+7.2% | $68,486+75.7% |
| Participation rate | 89.7% | 67.2%+22.5pp | 75.1%+14.6pp | 67.9%+21.8pp |
| Annual return | -18.32% | -11.40%-6.9pp | 27.48%-45.8pp | -7.85%-10.5pp |
| Employer contribution / active EE | $8,150 | $2,747+196.7% | $3,636+124.1% | $2,597+213.9% |
| Participant deferral / active EE | $8,052 | $3,565+125.9% | $4,729+70.3% | $4,028+99.9% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,412-100.0% | $5,404-100.0% |