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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 | $65,172 | $87,546-25.6% | $75,784-14.0% | $125,389-48.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.14% | 13.49%-13.6pp | 9.68%-9.8pp | 282.24%-282.4pp |
| Employer contribution / active EE | $2,333 | $3,930-40.6% | $3,323-29.8% | $4,866-52.1% |
| Participant deferral / active EE | $5,271 | $4,230+24.6% | $3,652+44.3% | $5,352-1.5% |
| Admin fee / account holder | $77 | $6,503-98.8% | $5,300-98.5% | $9,541-99.2% |