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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 | $43,785 | $87,546-50.0% | $75,784-42.2% | $125,389-65.1% |
| Participation rate | 88.9% | 80.2%+8.7pp | 75.8%+13.1pp | 83.2%+5.7pp |
| Annual return | -1.33% | 13.49%-14.8pp | 9.68%-11.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $3,904 | $3,930-0.7% | $3,323+17.5% | $4,866-19.8% |
| Participant deferral / active EE | $7,591 | $4,230+79.5% | $3,652+107.9% | $5,352+41.9% |
| Admin fee / account holder | $209 | $6,503-96.8% | $5,300-96.1% | $9,541-97.8% |