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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 | $82,942 | $140,592-41.0% | $123,105-32.6% | $125,389-33.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.91% | 16.80%-18.7pp | 13.22%-15.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $2,462 | $6,041-59.2% | $5,151-52.2% | $4,866-49.4% |
| Participant deferral / active EE | $7,833 | $6,980+12.2% | $6,229+25.7% | $5,352+46.4% |
| Admin fee / account holder | $33 | $11,198-99.7% | $9,014-99.6% | $9,541-99.7% |