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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 | $38,535 | $99,032-61.1% | $80,022-51.8% | $135,380-71.5% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -1.38% | 15.39%-16.8pp | 11.22%-12.6pp | 519.81%-521.2pp |
| Employer contribution / active EE | $2,095 | $3,043-31.2% | $2,468-15.1% | $4,779-56.2% |
| Participant deferral / active EE | $3,097 | $4,282-27.7% | $3,686-16.0% | $5,609-44.8% |
| Admin fee / account holder | $68 | $10,436-99.3% | $6,521-99.0% | $10,828-99.4% |