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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 | $72,005 | $131,835-45.4% | $108,582-33.7% | $273,972-73.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.30% | -91.57%+94.9pp | -51.70%+55.0pp | 41.46%-38.2pp |
| Employer contribution / active EE | $4,282 | $4,913-12.8% | $3,758+13.9% | $4,869-12.1% |
| Participant deferral / active EE | $13,815 | $5,127+169.4% | $4,311+220.5% | $5,287+161.3% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |