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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 | $100,219 | $168,635-40.6% | $147,617-32.1% | $125,389-20.1% |
| Participation rate | 84.6% | 88.8%-4.2pp | 84.6%0pp | 83.2%+1.4pp |
| Annual return | -2.77% | 77.65%-80.4pp | 61.98%-64.8pp | 282.24%-285.0pp |
| Employer contribution / active EE | $5,750 | $6,252-8.0% | $5,564+3.3% | $4,866+18.2% |
| Participant deferral / active EE | $6,593 | $5,507+19.7% | $4,895+34.7% | $5,352+23.2% |
| Admin fee / account holder | $228 | $13,580-98.3% | $11,612-98.0% | $9,541-97.6% |