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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 | $48,368 | $95,917-49.6% | $79,583-39.2% | $134,545-64.1% |
| Participation rate | 78.6% | 75.0%+3.5pp | 69.5%+9.1pp | 81.2%-2.7pp |
| Annual return | 0.00% | -2.70%+2.7pp | 0.16%-0.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,723 | $3,129-13.0% | $2,414+12.8% | $4,742-42.6% |
| Participant deferral / active EE | $5,433 | $4,694+15.8% | $3,986+36.3% | $6,401-15.1% |
| Admin fee / account holder | $266 | $9,132-97.1% | $6,835-96.1% | $11,431-97.7% |