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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 | $70,944 | $131,835-46.2% | $108,582-34.7% | $273,972-74.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.17% | -91.57%+97.7pp | -51.70%+57.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,268 | $4,913-53.8% | $3,758-39.7% | $4,869-53.4% |
| Participant deferral / active EE | $3,419 | $5,127-33.3% | $4,311-20.7% | $5,287-35.3% |
| Admin fee / account holder | $115 | $10,253-98.9% | $7,645-98.5% | $10,133-98.9% |