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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 | $55,772 | $77,816-28.3% | $123,552-54.9% | $64,173-13.1% |
| Participation rate | 91.2% | 74.7%+16.5pp | 82.3%+8.9pp | 69.6%+21.6pp |
| Annual return | -4.84% | 12.49%-17.3pp | 119.20%-124.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,145 | $3,014+70.7% | $4,628+11.2% | $2,381+116.1% |
| Participant deferral / active EE | $4,307 | $5,240-17.8% | $6,426-33.0% | $3,470+24.1% |
| Admin fee / account holder | $228 | $5,519-95.9% | $9,285-97.5% | $4,887-95.3% |