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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 | $113,833 | $87,546+30.0% | $75,784+50.2% | $125,389-9.2% |
| Participation rate | 71.4% | 80.2%-8.7pp | 75.8%-4.4pp | 83.2%-11.8pp |
| Annual return | -1.79% | 13.49%-15.3pp | 9.68%-11.5pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,271 | $3,930-67.7% | $3,323-61.8% | $4,866-73.9% |
| Participant deferral / active EE | $5,864 | $4,230+38.6% | $3,652+60.6% | $5,352+9.6% |
| Admin fee / account holder | $35 | $6,503-99.5% | $5,300-99.3% | $9,541-99.6% |