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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 | $24,651 | $84,518-70.8% | $67,704-63.6% | $125,389-80.3% |
| Participation rate | 83.3% | 74.8%+8.5pp | 67.5%+15.8pp | 83.2%+0.1pp |
| Annual return | -3.09% | 2.57%-5.7pp | 25.41%-28.5pp | 282.24%-285.3pp |
| Employer contribution / active EE | $4,043 | $3,292+22.8% | $2,559+58.0% | $4,866-16.9% |
| Participant deferral / active EE | $6,750 | $4,430+52.4% | $3,585+88.3% | $5,352+26.1% |
| Admin fee / account holder | $167 | $5,340-96.9% | $4,255-96.1% | $9,541-98.2% |