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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 | $40,724 | $91,911-55.7% | $68,612-40.6% | $135,379-69.9% |
| Participation rate | 91.7% | 76.7%+14.9pp | 72.2%+19.4pp | 82.6%+9.0pp |
| Annual return | -5.86% | -8.22%+2.4pp | -4.63%-1.2pp | 519.79%-525.6pp |
| Employer contribution / active EE | $5,144 | $3,924+31.1% | $2,625+95.9% | $4,779+7.6% |
| Participant deferral / active EE | $3,742 | $4,315-13.3% | $3,311+13.0% | $5,609-33.3% |
| Admin fee / account holder | $23 | $9,240-99.7% | $5,131-99.5% | $10,828-99.8% |