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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 | $65,584 | $127,387-48.5% | $115,038-43.0% | $125,389-47.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.39% | 31.28%-31.7pp | 26.14%-26.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $4,193 | $5,166-18.8% | $4,608-9.0% | $4,866-13.8% |
| Participant deferral / active EE | $4,149 | $6,423-35.4% | $6,026-31.2% | $5,352-22.5% |
| Admin fee / account holder | $236 | $9,516-97.5% | $8,175-97.1% | $9,541-97.5% |