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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 | $114,781 | $87,546+31.1% | $75,784+51.5% | $125,389-8.5% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -2.27% | 13.49%-15.8pp | 9.68%-11.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $3,798 | $3,930-3.4% | $3,323+14.3% | $4,866-22.0% |
| Participant deferral / active EE | $12,074 | $4,230+185.5% | $3,652+230.7% | $5,352+125.6% |
| Admin fee / account holder | -$130 | $6,503-102.0% | $5,300-102.5% | $9,541-101.4% |