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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 | $57,278 | $99,032-42.2% | $80,022-28.4% | $135,380-57.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.15% | 15.39%-19.5pp | 11.22%-15.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $1,930 | $3,043-36.6% | $2,468-21.8% | $4,779-59.6% |
| Participant deferral / active EE | $3,902 | $4,282-8.9% | $3,686+5.9% | $5,609-30.4% |
| Admin fee / account holder | $152 | $10,436-98.5% | $6,521-97.7% | $10,828-98.6% |