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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 | $70,638 | $158,852-55.5% | $121,220-41.7% | $135,380-47.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -4.53% | -0.64%-3.9pp | 16.94%-21.5pp | 519.81%-524.3pp |
| Employer contribution / active EE | $2,182 | $5,666-61.5% | $4,023-45.7% | $4,779-54.3% |
| Participant deferral / active EE | $2,902 | $4,006-27.5% | $3,345-13.2% | $5,609-48.3% |
| Admin fee / account holder | $269 | $6,515-95.9% | $5,021-94.6% | $10,828-97.5% |