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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 | $48,361 | $107,791-55.1% | $90,645-46.6% | $135,377-64.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.86% | -0.90%-8.0pp | 1.88%-10.7pp | 519.75%-528.6pp |
| Employer contribution / active EE | $5,746 | $3,018+90.4% | $2,532+127.0% | $4,779+20.2% |
| Participant deferral / active EE | $4,926 | $3,872+27.2% | $3,425+43.8% | $5,609-12.2% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,828-100.0% |