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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 | $34,533 | $97,881-64.7% | $80,004-56.8% | $125,389-72.5% |
| Participation rate | 94.1% | 77.9%+16.3pp | 73.0%+21.1pp | 83.2%+10.9pp |
| Annual return | -2.49% | 9.36%-11.9pp | 7.63%-10.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $3,855 | $3,128+23.3% | $2,473+55.9% | $4,866-20.8% |
| Participant deferral / active EE | $4,236 | $3,744+13.1% | $3,204+32.2% | $5,352-20.9% |
| Admin fee / account holder | $19 | $6,278-99.7% | $5,033-99.6% | $9,541-99.8% |