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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 | $118,430 | $127,387-7.0% | $115,038+2.9% | $125,389-5.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.58% | 31.28%-31.9pp | 26.14%-26.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $3,382 | $5,166-34.5% | $4,608-26.6% | $4,866-30.5% |
| Participant deferral / active EE | $13,615 | $6,423+112.0% | $6,026+125.9% | $5,352+154.4% |
| Admin fee / account holder | $64 | $9,516-99.3% | $8,175-99.2% | $9,541-99.3% |