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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 | $80,942 | $140,592-42.4% | $123,105-34.2% | $125,389-35.4% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | -2.29% | 16.80%-19.1pp | 13.22%-15.5pp | 282.24%-284.5pp |
| Employer contribution / active EE | $1,301 | $6,041-78.5% | $5,151-74.8% | $4,866-73.3% |
| Participant deferral / active EE | $3,600 | $6,980-48.4% | $6,229-42.2% | $5,352-32.7% |
| Admin fee / account holder | $1 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |