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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 | $120,542 | $127,387-5.4% | $115,038+4.8% | $125,389-3.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.84% | 31.28%-33.1pp | 26.14%-28.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $2,470 | $5,166-52.2% | $4,608-46.4% | $4,866-49.2% |
| Participant deferral / active EE | $5,707 | $6,423-11.1% | $6,026-5.3% | $5,352+6.6% |
| Admin fee / account holder | $215 | $9,516-97.7% | $8,175-97.4% | $9,541-97.7% |