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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 | $50,091 | $131,835-62.0% | $108,582-53.9% | $273,972-81.7% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | 6.03% | -91.57%+97.6pp | -51.70%+57.7pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,244 | $4,913-54.3% | $3,758-40.3% | $4,869-53.9% |
| Participant deferral / active EE | $3,921 | $5,127-23.5% | $4,311-9.0% | $5,287-25.8% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |