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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 | $38,640 | $127,387-69.7% | $115,038-66.4% | $125,389-69.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.03% | 31.28%-33.3pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $7,984 | $5,166+54.5% | $4,608+73.3% | $4,866+64.1% |
| Participant deferral / active EE | $4,278 | $6,423-33.4% | $6,026-29.0% | $5,352-20.1% |
| Admin fee / account holder | $131 | $9,516-98.6% | $8,175-98.4% | $9,541-98.6% |