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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 | $55,109 | $127,387-56.7% | $115,038-52.1% | $125,389-56.0% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -0.78% | 31.28%-32.1pp | 26.14%-26.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $2,116 | $5,166-59.0% | $4,608-54.1% | $4,866-56.5% |
| Participant deferral / active EE | $5,909 | $6,423-8.0% | $6,026-1.9% | $5,352+10.4% |
| Admin fee / account holder | $18 | $9,516-99.8% | $8,175-99.8% | $9,541-99.8% |