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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 | $39,178 | $87,546-55.2% | $75,784-48.3% | $125,389-68.8% |
| Participation rate | 73.9% | 80.2%-6.3pp | 75.8%-1.9pp | 83.2%-9.3pp |
| Annual return | -2.29% | 13.49%-15.8pp | 9.68%-12.0pp | 282.24%-284.5pp |
| Employer contribution / active EE | $1,719 | $3,930-56.3% | $3,323-48.3% | $4,866-64.7% |
| Participant deferral / active EE | $5,102 | $4,230+20.6% | $3,652+39.7% | $5,352-4.7% |
| Admin fee / account holder | $4 | $6,503-99.9% | $5,300-99.9% | $9,541-100.0% |