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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 | $47,905 | $127,386-62.4% | $115,037-58.4% | $125,393-61.8% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -2.53% | 31.28%-33.8pp | 26.14%-28.7pp | 282.23%-284.8pp |
| Employer contribution / active EE | $1,663 | $5,166-67.8% | $4,608-63.9% | $4,866-65.8% |
| Participant deferral / active EE | $4,382 | $6,423-31.8% | $6,026-27.3% | $5,351-18.1% |
| Admin fee / account holder | $298 | $9,516-96.9% | $8,175-96.4% | $9,541-96.9% |