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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 | $114,718 | $77,817+47.4% | $123,553-7.2% | $64,173+78.8% |
| Participation rate | 85.2% | 74.7%+10.5pp | 82.3%+2.9pp | 69.6%+15.6pp |
| Annual return | -4.13% | 12.49%-16.6pp | 119.21%-123.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,533 | $3,014-49.1% | $4,628-66.9% | $2,381-35.6% |
| Participant deferral / active EE | $6,143 | $5,240+17.2% | $6,426-4.4% | $3,470+77.0% |
| Admin fee / account holder | $254 | $5,519-95.4% | $9,284-97.3% | $4,887-94.8% |