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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 | $49,433 | $87,546-43.5% | $75,784-34.8% | $125,389-60.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.38% | 13.49%-15.9pp | 9.68%-12.1pp | 282.24%-284.6pp |
| Employer contribution / active EE | $6,738 | $3,930+71.4% | $3,323+102.7% | $4,866+38.5% |
| Participant deferral / active EE | $4,401 | $4,230+4.1% | $3,652+20.5% | $5,352-17.8% |
| Admin fee / account holder | $252 | $6,503-96.1% | $5,300-95.3% | $9,541-97.4% |