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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 | $90,649 | $131,835-31.2% | $108,582-16.5% | $273,972-66.9% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.6%+12.1pp | 83.0%+8.7pp |
| Annual return | 3.14% | -91.57%+94.7pp | -51.70%+54.8pp | 41.46%-38.3pp |
| Employer contribution / active EE | $5,849 | $4,913+19.1% | $3,758+55.6% | $4,869+20.1% |
| Participant deferral / active EE | $3,206 | $5,127-37.5% | $4,311-25.6% | $5,287-39.4% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |