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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 | $74,234 | $72,177+2.8% | $115,038-35.5% | $59,633+24.5% |
| Participation rate | 85.7% | 72.6%+13.2pp | 81.4%+4.3pp | 68.7%+17.0pp |
| Annual return | -2.05% | 12.02%-14.1pp | 26.14%-28.2pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $9,163 | $2,841+222.5% | $4,608+98.8% | $2,203+316.0% |
| Participant deferral / active EE | $4,260 | $4,783-10.9% | $6,026-29.3% | $3,192+33.5% |
| Admin fee / account holder | $231 | $4,927-95.3% | $8,175-97.2% | $4,297-94.6% |