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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 | $30,437 | $72,177-57.8% | $115,038-73.5% | $59,633-49.0% |
| Participation rate | 90.3% | 72.6%+17.8pp | 81.4%+9.0pp | 68.7%+21.7pp |
| Annual return | -2.36% | 12.02%-14.4pp | 26.14%-28.5pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $5,045 | $2,841+77.6% | $4,608+9.5% | $2,203+129.0% |
| Participant deferral / active EE | $3,265 | $4,783-31.7% | $6,026-45.8% | $3,192+2.3% |
| Admin fee / account holder | $202 | $4,927-95.9% | $8,175-97.5% | $4,297-95.3% |