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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 | $165,164 | $97,020+70.2% | $83,327+98.2% | $135,380+22.0% |
| Participation rate | 71.4% | 80.4%-9.0pp | 77.8%-6.3pp | 82.6%-11.2pp |
| Annual return | -4.25% | 12.31%-16.6pp | 10.64%-14.9pp | 519.81%-524.1pp |
| Employer contribution / active EE | $2,902 | $4,144-30.0% | $3,379-14.1% | $4,779-39.3% |
| Participant deferral / active EE | $7,947 | $5,964+33.3% | $5,565+42.8% | $5,609+41.7% |
| Admin fee / account holder | $195 | $8,426-97.7% | $7,540-97.4% | $10,828-98.2% |