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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 | $29,585 | $72,404-59.1% | $110,243-73.2% | $64,173-53.9% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.6%+22.7pp |
| Annual return | -2.27% | -6.29%+4.0pp | 314.76%-317.0pp | 7.63%-9.9pp |
| Employer contribution / active EE | $3,933 | $2,282+72.4% | $3,827+2.8% | $2,381+65.2% |
| Participant deferral / active EE | $7,477 | $3,469+115.5% | $4,672+60.0% | $3,470+115.5% |
| Admin fee / account holder | $163 | $5,664-97.1% | $8,548-98.1% | $4,887-96.7% |