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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 | $185,666 | $167,353+10.9% | $143,797+29.1% | $134,545+38.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -17.45% | 0.48%-17.9pp | -0.04%-17.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $2,077 | $5,620-63.1% | $4,952-58.1% | $4,742-56.2% |
| Participant deferral / active EE | $8,706 | $6,447+35.0% | $5,638+54.4% | $6,401+36.0% |
| Admin fee / account holder | $22 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |