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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 | $56,733 | $158,852-64.3% | $121,220-53.2% | $135,379-58.1% |
| Participation rate | 94.1% | 79.3%+14.8pp | 71.8%+22.4pp | 82.6%+11.5pp |
| Annual return | -7.70% | -0.64%-7.1pp | 16.94%-24.6pp | 519.79%-527.5pp |
| Employer contribution / active EE | $8,330 | $5,666+47.0% | $4,023+107.1% | $4,779+74.3% |
| Participant deferral / active EE | $4,956 | $4,006+23.7% | $3,345+48.2% | $5,609-11.6% |
| Admin fee / account holder | $107 | $6,515-98.4% | $5,021-97.9% | $10,828-99.0% |