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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 | $89,949 | $97,881-8.1% | $80,004+12.4% | $125,389-28.3% |
| Participation rate | 78.3% | 77.9%+0.4pp | 73.0%+5.3pp | 83.2%-4.9pp |
| Annual return | -2.40% | 9.36%-11.8pp | 7.63%-10.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $3,332 | $3,128+6.5% | $2,473+34.7% | $4,866-31.5% |
| Participant deferral / active EE | $4,400 | $3,744+17.5% | $3,204+37.3% | $5,352-17.8% |
| Admin fee / account holder | $168 | $6,278-97.3% | $5,033-96.7% | $9,541-98.2% |