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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 | $131,413 | $83,908+56.6% | $68,509+91.8% | $125,389+4.8% |
| Participation rate | 94.1% | 78.2%+15.9pp | 74.7%+19.4pp | 83.2%+10.9pp |
| Annual return | -0.09% | 14.48%-14.6pp | 8.27%-8.4pp | 282.24%-282.3pp |
| Employer contribution / active EE | $6,264 | $3,031+106.7% | $2,278+175.0% | $4,866+28.7% |
| Participant deferral / active EE | $2,354 | $4,125-42.9% | $3,382-30.4% | $5,352-56.0% |
| Admin fee / account holder | $28 | $8,982-99.7% | $5,275-99.5% | $9,541-99.7% |