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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 | $47,532 | $142,361-66.6% | $119,608-60.3% | $134,509-64.7% |
| Participation rate | 87.0% | 82.8%+4.1pp | 79.3%+7.7pp | 81.2%+5.7pp |
| Annual return | 1.27% | -12.46%+13.7pp | -14.98%+16.3pp | 418.13%-416.9pp |
| Employer contribution / active EE | $5,515 | $5,224+5.6% | $4,232+30.3% | $4,741+16.3% |
| Participant deferral / active EE | $8,400 | $6,468+29.9% | $5,601+50.0% | $6,400+31.2% |
| Admin fee / account holder | $107 | $13,588-99.2% | $10,326-99.0% | $11,427-99.1% |