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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 | $149,852 | $87,546+71.2% | $75,784+97.7% | $125,389+19.5% |
| Participation rate | 90.0% | 80.2%+9.8pp | 75.8%+14.2pp | 83.2%+6.8pp |
| Annual return | -2.65% | 13.49%-16.1pp | 9.68%-12.3pp | 282.24%-284.9pp |
| Employer contribution / active EE | $2,720 | $3,930-30.8% | $3,323-18.2% | $4,866-44.1% |
| Participant deferral / active EE | $5,940 | $4,230+40.4% | $3,652+62.7% | $5,352+11.0% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |