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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 | $132,350 | $154,209-14.2% | $130,062+1.8% | $139,487-5.1% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 13.84% | 32.52%-18.7pp | -137.37%+151.2pp | 373.84%-360.0pp |
| Employer contribution / active EE | $2,262 | $5,292-57.3% | $4,322-47.7% | $4,755-52.4% |
| Participant deferral / active EE | $5,231 | $6,709-22.0% | $5,821-10.1% | $6,713-22.1% |
| Admin fee / account holder | $120 | $13,988-99.1% | $10,601-98.9% | $11,407-98.9% |