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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 | $45,622 | $72,404-37.0% | $110,243-58.6% | $64,173-28.9% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | -6.18% | -6.29%+0.1pp | 314.76%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,969 | $2,282+30.1% | $3,827-22.4% | $2,381+24.7% |
| Participant deferral / active EE | $3,773 | $3,469+8.8% | $4,672-19.2% | $3,470+8.7% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |