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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 | $136,867 | $167,504-18.3% | $151,628-9.7% | $134,509+1.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -12.67% | 7.81%-20.5pp | 3.34%-16.0pp | 418.13%-430.8pp |
| Employer contribution / active EE | $5,861 | $6,828-14.2% | $6,165-4.9% | $4,741+23.6% |
| Participant deferral / active EE | $12,582 | $8,985+40.0% | $8,363+50.5% | $6,400+96.6% |
| Admin fee / account holder | $140 | $13,779-99.0% | $11,613-98.8% | $11,427-98.8% |