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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 | $40,583 | $95,188-57.4% | $76,518-47.0% | $135,380-70.0% |
| Participation rate | 92.3% | 74.4%+17.9pp | 68.0%+24.3pp | 82.6%+9.7pp |
| Annual return | -5.01% | 4.85%-9.9pp | -0.27%-4.7pp | 519.81%-524.8pp |
| Employer contribution / active EE | $3,250 | $3,303-1.6% | $2,647+22.8% | $4,779-32.0% |
| Participant deferral / active EE | $6,000 | $4,640+29.3% | $3,836+56.4% | $5,609+7.0% |
| Admin fee / account holder | $31 | $6,249-99.5% | $4,849-99.4% | $10,828-99.7% |