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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 | $167,533-10.1% | $151,645-0.6% | $134,545+12.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -15.98% | 7.81%-23.8pp | 3.34%-19.3pp | 418.37%-434.4pp |
| Employer contribution / active EE | $2,714 | $6,828-60.2% | $6,165-56.0% | $4,742-42.8% |
| Participant deferral / active EE | $5,183 | $8,985-42.3% | $8,363-38.0% | $6,401-19.0% |
| Admin fee / account holder | $6 | $13,781-100.0% | $11,614-99.9% | $11,431-99.9% |