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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 | $39,997 | $127,387-68.6% | $115,038-65.2% | $125,389-68.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.18% | 31.28%-32.5pp | 26.14%-27.3pp | 282.24%-283.4pp |
| Employer contribution / active EE | $4,115 | $5,166-20.3% | $4,608-10.7% | $4,866-15.4% |
| Participant deferral / active EE | $6,981 | $6,423+8.7% | $6,026+15.8% | $5,352+30.4% |
| Admin fee / account holder | $88 | $9,516-99.1% | $8,175-98.9% | $9,541-99.1% |