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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 | $23,146 | $127,387-81.8% | $115,038-79.9% | $125,389-81.5% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -2.95% | 31.28%-34.2pp | 26.14%-29.1pp | 282.24%-285.2pp |
| Employer contribution / active EE | $2,916 | $5,166-43.5% | $4,608-36.7% | $4,866-40.1% |
| Participant deferral / active EE | $5,795 | $6,423-9.8% | $6,026-3.8% | $5,352+8.3% |
| Admin fee / account holder | $128 | $9,516-98.7% | $8,175-98.4% | $9,541-98.7% |