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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 | $178,002 | $131,835+35.0% | $108,582+63.9% | $273,972-35.0% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.6%-1.8pp | 83.0%-5.2pp |
| Annual return | 6.19% | -91.57%+97.8pp | -51.70%+57.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $7,647 | $4,913+55.7% | $3,758+103.5% | $4,869+57.1% |
| Participant deferral / active EE | $10,131 | $5,127+97.6% | $4,311+135.0% | $5,287+91.6% |
| Admin fee / account holder | $107 | $10,253-99.0% | $7,645-98.6% | $10,133-98.9% |