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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 | $35,458 | $77,817-54.4% | $123,553-71.3% | $64,173-44.7% |
| Participation rate | 95.7% | 74.7%+20.9pp | 82.3%+13.4pp | 69.6%+26.1pp |
| Annual return | -7.56% | 12.49%-20.0pp | 119.21%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,528 | $3,014-16.1% | $4,628-45.4% | $2,381+6.2% |
| Participant deferral / active EE | $3,878 | $5,240-26.0% | $6,426-39.7% | $3,470+11.8% |
| Admin fee / account holder | $172 | $5,519-96.9% | $9,284-98.1% | $4,887-96.5% |