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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 | $111,830 | $167,353-33.2% | $143,797-22.2% | $134,545-16.9% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -17.54% | 0.48%-18.0pp | -0.04%-17.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $1,153 | $5,620-79.5% | $4,952-76.7% | $4,742-75.7% |
| Participant deferral / active EE | $3,541 | $6,447-45.1% | $5,638-37.2% | $6,401-44.7% |
| Admin fee / account holder | $23 | $18,096-99.9% | $14,679-99.8% | $11,431-99.8% |