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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 | $156,879 | $131,835+19.0% | $108,582+44.5% | $273,972-42.7% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 7.88% | -91.57%+99.4pp | -51.70%+59.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $2,412 | $4,913-50.9% | $3,758-35.8% | $4,869-50.5% |
| Participant deferral / active EE | $5,869 | $5,127+14.5% | $4,311+36.1% | $5,287+11.0% |
| Admin fee / account holder | $71 | $10,253-99.3% | $7,645-99.1% | $10,133-99.3% |