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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 | $91,257 | $127,387-28.4% | $115,038-20.7% | $125,389-27.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.26% | 31.28%-33.5pp | 26.14%-28.4pp | 282.24%-284.5pp |
| Employer contribution / active EE | $2,497 | $5,166-51.7% | $4,608-45.8% | $4,866-48.7% |
| Participant deferral / active EE | $6,403 | $6,423-0.3% | $6,026+6.2% | $5,352+19.6% |
| Admin fee / account holder | $133 | $9,516-98.6% | $8,175-98.4% | $9,541-98.6% |