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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 | $50,869 | $147,167-65.4% | $111,392-54.3% | $135,379-62.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 78.9%+11.1pp | 82.6%+7.4pp |
| Annual return | -5.80% | -4.44%-1.4pp | -2.06%-3.7pp | 519.79%-525.6pp |
| Employer contribution / active EE | $3,088 | $5,204-40.7% | $4,328-28.7% | $4,779-35.4% |
| Participant deferral / active EE | $4,079 | $6,565-37.9% | $5,567-26.7% | $5,609-27.3% |
| Admin fee / account holder | $14 | $20,270-99.9% | $12,266-99.9% | $10,828-99.9% |