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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 | $38,845 | $131,835-70.5% | $108,582-64.2% | $273,972-85.8% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.6%+14.2pp | 83.0%+10.7pp |
| Annual return | 12.44% | -91.57%+104.0pp | -51.70%+64.1pp | 41.46%-29.0pp |
| Employer contribution / active EE | $2,339 | $4,913-52.4% | $3,758-37.8% | $4,869-52.0% |
| Participant deferral / active EE | $4,641 | $5,127-9.5% | $4,311+7.7% | $5,287-12.2% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |