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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 | $32,764 | $87,546-62.6% | $75,784-56.8% | $125,389-73.9% |
| Participation rate | 82.4% | 80.2%+2.2pp | 75.8%+6.5pp | 83.2%-0.8pp |
| Annual return | -1.63% | 13.49%-15.1pp | 9.68%-11.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,775 | $3,930-54.8% | $3,323-46.6% | $4,866-63.5% |
| Participant deferral / active EE | $4,365 | $4,230+3.2% | $3,652+19.5% | $5,352-18.4% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |