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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 | $50,866 | $72,404-29.7% | $110,243-53.9% | $64,173-20.7% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | -1.23% | -6.29%+5.1pp | 314.76%-316.0pp | 7.63%-8.9pp |
| Employer contribution / active EE | $3,362 | $2,282+47.4% | $3,827-12.1% | $2,381+41.2% |
| Participant deferral / active EE | $1,932 | $3,469-44.3% | $4,672-58.6% | $3,470-44.3% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |