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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 | $105,763 | $99,032+6.8% | $80,022+32.2% | $135,380-21.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.58% | 15.39%-21.0pp | 11.22%-16.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $2,336 | $3,043-23.3% | $2,468-5.4% | $4,779-51.1% |
| Participant deferral / active EE | $4,095 | $4,282-4.4% | $3,686+11.1% | $5,609-27.0% |
| Admin fee / account holder | $66 | $10,436-99.4% | $6,521-99.0% | $10,828-99.4% |