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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 | $139,071 | $154,193-9.8% | $130,045+6.9% | $139,466-0.3% |
| Participation rate | 82.6% | 82.0%+0.6pp | 78.5%+4.1pp | 80.3%+2.3pp |
| Annual return | 16.92% | 32.51%-15.6pp | -137.30%+154.2pp | 373.66%-356.7pp |
| Employer contribution / active EE | $2,657 | $5,292-49.8% | $4,321-38.5% | $4,754-44.1% |
| Participant deferral / active EE | $7,972 | $6,709+18.8% | $5,820+37.0% | $6,712+18.8% |
| Admin fee / account holder | $267 | $13,989-98.1% | $10,600-97.5% | $11,409-97.7% |