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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 | $43,486 | $140,578-69.1% | $100,671-56.8% | $125,393-65.3% |
| Participation rate | 95.0% | 80.4%+14.6pp | 70.7%+24.3pp | 83.2%+11.8pp |
| Annual return | -0.24% | 24.67%-24.9pp | 20.43%-20.7pp | 282.23%-282.5pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,307 | $3,981+83.5% | $3,144+132.4% | $5,351+36.5% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |