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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 | $40,426 | $100,811-59.9% | $86,698-53.4% | $134,545-70.0% |
| Participation rate | 72.7% | 79.0%-6.2pp | 76.6%-3.9pp | 81.2%-8.5pp |
| Annual return | -17.54% | 29.11%-46.6pp | 35.96%-53.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $3,855 | $3,490+10.5% | $2,837+35.9% | $4,742-18.7% |
| Participant deferral / active EE | $2,710 | $5,339-49.2% | $4,656-41.8% | $6,401-57.7% |
| Admin fee / account holder | $279 | $10,926-97.4% | $7,492-96.3% | $11,431-97.6% |