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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 | $63,115 | $84,518-25.3% | $67,704-6.8% | $125,389-49.7% |
| Participation rate | 85.7% | 74.8%+10.9pp | 67.5%+18.2pp | 83.2%+2.5pp |
| Annual return | -1.51% | 2.57%-4.1pp | 25.41%-26.9pp | 282.24%-283.8pp |
| Employer contribution / active EE | $1,849 | $3,292-43.8% | $2,559-27.8% | $4,866-62.0% |
| Participant deferral / active EE | $4,397 | $4,430-0.7% | $3,585+22.7% | $5,352-17.8% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |