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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 | $46,014 | $97,020-52.6% | $83,322-44.8% | $135,379-66.0% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -8.90% | 12.31%-21.2pp | 10.64%-19.5pp | 519.79%-528.7pp |
| Employer contribution / active EE | $2,608 | $4,144-37.1% | $3,379-22.8% | $4,779-45.4% |
| Participant deferral / active EE | $5,385 | $5,964-9.7% | $5,565-3.2% | $5,609-4.0% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |