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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 | $42,319 | $127,100-66.7% | $105,738-60.0% | $135,379-68.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -4.36% | 4.49%-8.9pp | 6.27%-10.6pp | 519.79%-524.1pp |
| Employer contribution / active EE | $3,040 | $4,107-26.0% | $3,268-7.0% | $4,779-36.4% |
| Participant deferral / active EE | $2,776 | $5,064-45.2% | $4,080-32.0% | $5,609-50.5% |
| Admin fee / account holder | $15 | $9,087-99.8% | $6,913-99.8% | $10,828-99.9% |