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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 | $35,340 | $83,908-57.9% | $68,509-48.4% | $125,389-71.8% |
| Participation rate | 83.3% | 78.2%+5.2pp | 74.7%+8.6pp | 83.2%+0.1pp |
| Annual return | -0.93% | 14.48%-15.4pp | 8.27%-9.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,954 | $3,031-2.6% | $2,278+29.7% | $4,866-39.3% |
| Participant deferral / active EE | $6,928 | $4,125+68.0% | $3,382+104.8% | $5,352+29.5% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |