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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 | $29,259 | $107,809-72.9% | $90,657-67.7% | $135,380-78.4% |
| Participation rate | 76.9% | 78.0%-1.1pp | 74.0%+2.9pp | 82.6%-5.7pp |
| Annual return | -5.53% | -0.90%-4.6pp | 1.89%-7.4pp | 519.81%-525.3pp |
| Employer contribution / active EE | $1,620 | $3,018-46.3% | $2,532-36.0% | $4,779-66.1% |
| Participant deferral / active EE | $3,689 | $3,872-4.7% | $3,424+7.7% | $5,609-34.2% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |