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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 | $27,032 | $167,533-83.9% | $151,645-82.2% | $134,545-79.9% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -5.94% | 7.81%-13.8pp | 3.34%-9.3pp | 418.37%-424.3pp |
| Employer contribution / active EE | $4,959 | $6,828-27.4% | $6,165-19.6% | $4,742+4.6% |
| Participant deferral / active EE | $7,378 | $8,985-17.9% | $8,363-11.8% | $6,401+15.3% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |