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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 | $51,126 | $84,518-39.5% | $67,704-24.5% | $125,389-59.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -0.37% | 2.57%-2.9pp | 25.41%-25.8pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,060 | $3,292-37.4% | $2,559-19.5% | $4,866-57.7% |
| Participant deferral / active EE | $7,005 | $4,430+58.1% | $3,585+95.4% | $5,352+30.9% |
| Admin fee / account holder | $139 | $5,340-97.4% | $4,255-96.7% | $9,541-98.5% |