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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 | $69,965 | $140,578-50.2% | $100,671-30.5% | $125,389-44.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.42% | 24.67%-25.1pp | 20.43%-20.8pp | 282.24%-282.7pp |
| Employer contribution / active EE | $4,126 | $5,965-30.8% | $4,012+2.8% | $4,866-15.2% |
| Participant deferral / active EE | $4,373 | $3,981+9.8% | $3,144+39.1% | $5,352-18.3% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |