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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 | $120,449 | $131,835-8.6% | $108,582+10.9% | $273,972-56.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.16% | -91.57%+97.7pp | -51.70%+57.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $5,990 | $4,913+21.9% | $3,758+59.4% | $4,869+23.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $126 | $10,253-98.8% | $7,645-98.4% | $10,133-98.8% |