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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 | $61,462 | $113,941-46.1% | $94,228-34.8% | $125,388-51.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.33% | 5.29%-8.6pp | 10.68%-14.0pp | 282.24%-285.6pp |
| Employer contribution / active EE | $3,064 | $4,727-35.2% | $3,587-14.6% | $4,866-37.0% |
| Participant deferral / active EE | $3,064 | $5,179-40.8% | $4,320-29.1% | $5,352-42.7% |
| Admin fee / account holder | $61 | $8,392-99.3% | $6,269-99.0% | $9,541-99.4% |