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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 | $68,257 | $99,032-31.1% | $80,022-14.7% | $135,382-49.6% |
| Participation rate | 81.8% | 78.4%+3.5pp | 75.8%+6.0pp | 82.6%-0.8pp |
| Annual return | -6.41% | 15.39%-21.8pp | 11.22%-17.6pp | 519.77%-526.2pp |
| Employer contribution / active EE | $1,611 | $3,043-47.1% | $2,468-34.7% | $4,779-66.3% |
| Participant deferral / active EE | $4,641 | $4,282+8.4% | $3,686+25.9% | $5,609-17.3% |
| Admin fee / account holder | $4 | $10,436-100.0% | $6,521-99.9% | $10,829-100.0% |