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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 | $40,430 | $211,946-80.9% | $169,452-76.1% | $135,380-70.1% |
| Participation rate | 94.1% | 82.6%+11.5pp | 77.8%+16.3pp | 82.6%+11.5pp |
| Annual return | -8.53% | 3.26%-11.8pp | 1.83%-10.4pp | 519.81%-528.3pp |
| Employer contribution / active EE | $2,920 | $5,117-42.9% | $4,157-29.8% | $4,779-38.9% |
| Participant deferral / active EE | $2,652 | $6,075-56.4% | $5,277-49.8% | $5,609-52.7% |
| Admin fee / account holder | $22 | $11,472-99.8% | $9,110-99.8% | $10,828-99.8% |