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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 | $95,614 | $86,701+10.3% | $73,309+30.4% | $125,389-23.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 74.9%+0.1pp | 83.2%-8.2pp |
| Annual return | -3.40% | 2.78%-6.2pp | 5.67%-9.1pp | 282.24%-285.6pp |
| Employer contribution / active EE | $15,072 | $4,152+263.0% | $3,237+365.6% | $4,866+209.7% |
| Participant deferral / active EE | $10,810 | $5,549+94.8% | $4,991+116.6% | $5,352+102.0% |
| Admin fee / account holder | $7 | $7,768-99.9% | $5,635-99.9% | $9,541-99.9% |