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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 | $57,737 | $140,592-58.9% | $123,106-53.1% | $125,388-54.0% |
| Participation rate | 85.7% | 88.2%-2.5pp | 86.8%-1.1pp | 83.2%+2.5pp |
| Annual return | -3.23% | 16.80%-20.0pp | 13.22%-16.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $2,732 | $6,041-54.8% | $5,151-47.0% | $4,866-43.9% |
| Participant deferral / active EE | $5,206 | $6,980-25.4% | $6,229-16.4% | $5,352-2.7% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |