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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 | $52,659 | $77,817-32.3% | $123,553-57.4% | $64,173-17.9% |
| Participation rate | 96.1% | 74.7%+21.3pp | 82.3%+13.8pp | 69.6%+26.5pp |
| Annual return | -2.93% | 12.49%-15.4pp | 119.21%-122.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,377 | $3,014-21.1% | $4,628-48.6% | $2,381-0.2% |
| Participant deferral / active EE | $5,415 | $5,240+3.3% | $6,426-15.7% | $3,470+56.1% |
| Admin fee / account holder | $217 | $5,519-96.1% | $9,284-97.7% | $4,887-95.6% |