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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 | $51,821 | $99,032-47.7% | $80,022-35.2% | $135,382-61.7% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | -4.89% | 15.39%-20.3pp | 11.22%-16.1pp | 519.77%-524.7pp |
| Employer contribution / active EE | $2,546 | $3,043-16.3% | $2,468+3.2% | $4,779-46.7% |
| Participant deferral / active EE | $6,117 | $4,282+42.9% | $3,686+66.0% | $5,609+9.1% |
| Admin fee / account holder | $249 | $10,436-97.6% | $6,521-96.2% | $10,829-97.7% |