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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 | $31,463 | $158,852-80.2% | $121,220-74.0% | $135,379-76.8% |
| Participation rate | 70.0% | 79.3%-9.3pp | 71.8%-1.8pp | 82.6%-12.6pp |
| Annual return | -7.97% | -0.64%-7.3pp | 16.94%-24.9pp | 519.79%-527.8pp |
| Employer contribution / active EE | $4,354 | $5,666-23.2% | $4,023+8.2% | $4,779-8.9% |
| Participant deferral / active EE | $3,405 | $4,006-15.0% | $3,345+1.8% | $5,609-39.3% |
| Admin fee / account holder | $2 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |