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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 | $67,000 | $131,835-49.2% | $108,582-38.3% | $273,972-75.5% |
| Participation rate | 77.3% | 83.5%-6.2pp | 79.6%-2.3pp | 83.0%-5.7pp |
| Annual return | 10.14% | -91.57%+101.7pp | -51.70%+61.8pp | 41.46%-31.3pp |
| Employer contribution / active EE | $1,806 | $4,913-63.2% | $3,758-52.0% | $4,869-62.9% |
| Participant deferral / active EE | $4,501 | $5,127-12.2% | $4,311+4.4% | $5,287-14.9% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |