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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 | $106,235 | $142,361-25.4% | $119,608-11.2% | $134,509-21.0% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | 13.77% | -12.46%+26.2pp | -14.98%+28.7pp | 418.13%-404.4pp |
| Employer contribution / active EE | $4,377 | $5,224-16.2% | $4,232+3.4% | $4,741-7.7% |
| Participant deferral / active EE | $13,735 | $6,468+112.3% | $5,601+145.2% | $6,400+114.6% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |