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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 | $44,723 | $131,835-66.1% | $108,582-58.8% | $273,972-83.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.69% | -91.57%+100.3pp | -51.70%+60.4pp | 41.46%-32.8pp |
| Employer contribution / active EE | $5,391 | $4,913+9.7% | $3,758+43.4% | $4,869+10.7% |
| Participant deferral / active EE | $3,541 | $5,127-30.9% | $4,311-17.9% | $5,287-33.0% |
| Admin fee / account holder | $286 | $10,253-97.2% | $7,645-96.3% | $10,133-97.2% |