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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 | $44,775 | $69,541-35.6% | $59,899-25.2% | $135,380-66.9% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.7%+13.5pp | 82.6%+5.6pp |
| Annual return | -8.62% | 7.95%-16.6pp | 3.46%-12.1pp | 519.81%-528.4pp |
| Employer contribution / active EE | $2,450 | $3,236-24.3% | $2,723-10.0% | $4,779-48.7% |
| Participant deferral / active EE | $3,732 | $4,206-11.3% | $3,402+9.7% | $5,609-33.5% |
| Admin fee / account holder | $20 | $5,737-99.7% | $3,592-99.4% | $10,828-99.8% |