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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 | $59,086 | $52,911+11.7% | $73,309-19.4% | $59,633-0.9% |
| Participation rate | 92.0% | 68.2%+23.8pp | 74.9%+17.1pp | 68.7%+23.3pp |
| Annual return | -1.45% | 12.20%-13.7pp | 5.67%-7.1pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $2,255 | $1,909+18.2% | $3,237-30.3% | $2,203+2.4% |
| Participant deferral / active EE | $6,130 | $4,069+50.6% | $4,991+22.8% | $3,192+92.1% |
| Admin fee / account holder | $0 | $3,835-100.0% | $5,635-100.0% | $4,297-100.0% |