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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 | $33,670 | $131,835-74.5% | $108,582-69.0% | $273,972-87.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.22% | -91.57%+100.8pp | -51.70%+60.9pp | 41.46%-32.2pp |
| Employer contribution / active EE | $4,633 | $4,913-5.7% | $3,758+23.3% | $4,869-4.8% |
| Participant deferral / active EE | $9,330 | $5,127+82.0% | $4,311+116.4% | $5,287+76.5% |
| Admin fee / account holder | $240 | $10,253-97.7% | $7,645-96.9% | $10,133-97.6% |