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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 | $29,935 | $62,586-52.2% | $76,766-61.0% | $64,181-53.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.07% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $4,971 | $1,832+171.3% | $2,485+100.0% | $2,381+108.8% |
| Participant deferral / active EE | $2,646 | $3,145-15.9% | $3,851-31.3% | $3,470-23.7% |
| Admin fee / account holder | $90 | $4,667-98.1% | $6,675-98.7% | $4,887-98.2% |