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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 | $150,693 | $167,503-10.0% | $151,627-0.6% | $134,493+12.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -15.98% | 7.80%-23.8pp | 3.33%-19.3pp | 418.01%-434.0pp |
| Employer contribution / active EE | $2,714 | $6,829-60.3% | $6,166-56.0% | $4,740-42.7% |
| Participant deferral / active EE | $5,183 | $8,985-42.3% | $8,363-38.0% | $6,400-19.0% |
| Admin fee / account holder | $6 | $13,777-100.0% | $11,612-99.9% | $11,425-99.9% |