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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 | $161,976 | $158,852+2.0% | $121,220+33.6% | $135,380+19.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -3.66% | -0.64%-3.0pp | 16.94%-20.6pp | 519.81%-523.5pp |
| Employer contribution / active EE | $2,182 | $5,666-61.5% | $4,023-45.8% | $4,779-54.3% |
| Participant deferral / active EE | $4,060 | $4,006+1.4% | $3,345+21.4% | $5,609-27.6% |
| Admin fee / account holder | $33 | $6,515-99.5% | $5,021-99.3% | $10,828-99.7% |