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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 | $60,397 | $92,219-34.5% | $76,768-21.3% | $135,379-55.4% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | -4.50% | 5.46%-10.0pp | 2.43%-6.9pp | 519.79%-524.3pp |
| Employer contribution / active EE | $1,744 | $3,216-45.8% | $2,485-29.8% | $4,779-63.5% |
| Participant deferral / active EE | $2,824 | $4,508-37.4% | $3,852-26.7% | $5,609-49.7% |
| Admin fee / account holder | $32 | $10,749-99.7% | $6,675-99.5% | $10,828-99.7% |