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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 | $228,946 | $158,852+44.1% | $121,220+88.9% | $135,380+69.1% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.8%+3.2pp | 82.6%-7.6pp |
| Annual return | -1.10% | -0.64%-0.5pp | 16.94%-18.0pp | 519.81%-520.9pp |
| Employer contribution / active EE | $2,280 | $5,666-59.8% | $4,023-43.3% | $4,779-52.3% |
| Participant deferral / active EE | $7,634 | $4,006+90.6% | $3,345+128.2% | $5,609+36.1% |
| Admin fee / account holder | $4 | $6,515-99.9% | $5,021-99.9% | $10,828-100.0% |