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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 | $55,665 | $131,835-57.8% | $108,582-48.7% | $273,972-79.7% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 15.19% | -91.57%+106.8pp | -51.70%+66.9pp | 41.46%-26.3pp |
| Employer contribution / active EE | $2,731 | $4,913-44.4% | $3,758-27.3% | $4,869-43.9% |
| Participant deferral / active EE | $8,750 | $5,127+70.7% | $4,311+103.0% | $5,287+65.5% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |