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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 | $53,931 | $107,809-50.0% | $90,657-40.5% | $135,380-60.2% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.0%+9.3pp | 82.6%+0.7pp |
| Annual return | -8.77% | -0.90%-7.9pp | 1.89%-10.7pp | 519.81%-528.6pp |
| Employer contribution / active EE | $2,065 | $3,018-31.6% | $2,532-18.4% | $4,779-56.8% |
| Participant deferral / active EE | $3,002 | $3,872-22.5% | $3,424-12.3% | $5,609-46.5% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |