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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 | $64,763 | $87,544-26.0% | $75,784-14.5% | $125,388-48.3% |
| Participation rate | 90.5% | 80.2%+10.3pp | 75.8%+14.7pp | 83.2%+7.3pp |
| Annual return | -1.03% | 13.49%-14.5pp | 9.68%-10.7pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,672 | $3,930-57.4% | $3,323-49.7% | $4,866-65.6% |
| Participant deferral / active EE | $4,572 | $4,229+8.1% | $3,652+25.2% | $5,352-14.6% |
| Admin fee / account holder | $155 | $6,502-97.6% | $5,300-97.1% | $9,541-98.4% |