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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 | $66,711 | $77,976-14.4% | $81,367-18.0% | $125,389-46.8% |
| Participation rate | 87.5% | 83.3%+4.2pp | 82.3%+5.2pp | 83.2%+4.3pp |
| Annual return | -0.42% | -2.85%+2.4pp | -0.92%+0.5pp | 282.24%-282.7pp |
| Employer contribution / active EE | $3,336 | $4,366-23.6% | $3,930-15.1% | $4,866-31.4% |
| Participant deferral / active EE | $2,628 | $5,646-53.5% | $5,383-51.2% | $5,352-50.9% |
| Admin fee / account holder | $0 | $12,476-100.0% | $8,926-100.0% | $9,541-100.0% |