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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 | $85,251 | $113,941-25.2% | $94,229-9.5% | $125,389-32.0% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | -2.22% | 5.29%-7.5pp | 10.68%-12.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $10,049 | $4,727+112.6% | $3,587+180.2% | $4,866+106.5% |
| Participant deferral / active EE | $10,016 | $5,179+93.4% | $4,320+131.8% | $5,352+87.2% |
| Admin fee / account holder | $15 | $8,392-99.8% | $6,269-99.8% | $9,541-99.8% |