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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 | $71,080 | $82,032-13.4% | $123,106-42.3% | $59,633+19.2% |
| Participation rate | 90.9% | 83.2%+7.7pp | 86.8%+4.1pp | 68.7%+22.2pp |
| Annual return | -1.32% | 5.12%-6.4pp | 13.22%-14.5pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $2,235 | $3,297-32.2% | $5,151-56.6% | $2,203+1.5% |
| Participant deferral / active EE | $3,142 | $4,667-32.7% | $6,229-49.6% | $3,192-1.6% |
| Admin fee / account holder | $249 | $5,881-95.8% | $9,015-97.2% | $4,297-94.2% |