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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 | $128,123 | $45,872+179.3% | $77,096+66.2% | $68,486+87.1% |
| Participation rate | 94.4% | 55.9%+38.5pp | 67.9%+26.5pp | 67.9%+26.6pp |
| Annual return | -5.26% | 1.73%-7.0pp | 42.35%-47.6pp | -7.85%+2.6pp |
| Employer contribution / active EE | $3,332 | $1,650+102.0% | $2,814+18.4% | $2,597+28.3% |
| Participant deferral / active EE | $6,683 | $2,963+125.6% | $4,429+50.9% | $4,028+65.9% |
| Admin fee / account holder | $179 | $3,041-94.1% | $5,428-96.7% | $5,404-96.7% |