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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 | $53,276 | $86,701-38.6% | $73,309-27.3% | $125,389-57.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.46% | 2.78%-4.2pp | 5.67%-7.1pp | 282.24%-283.7pp |
| Employer contribution / active EE | $5,480 | $4,152+32.0% | $3,237+69.3% | $4,866+12.6% |
| Participant deferral / active EE | $6,057 | $5,549+9.1% | $4,991+21.4% | $5,352+13.2% |
| Admin fee / account holder | $259 | $7,768-96.7% | $5,635-95.4% | $9,541-97.3% |