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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 | $24,766 | $84,518-70.7% | $67,704-63.4% | $125,389-80.2% |
| Participation rate | 80.0% | 74.8%+5.2pp | 67.5%+12.5pp | 83.2%-3.2pp |
| Annual return | -2.94% | 2.57%-5.5pp | 25.41%-28.3pp | 282.24%-285.2pp |
| Employer contribution / active EE | $3,393 | $3,292+3.0% | $2,559+32.6% | $4,866-30.3% |
| Participant deferral / active EE | $3,517 | $4,430-20.6% | $3,585-1.9% | $5,352-34.3% |
| Admin fee / account holder | $195 | $5,340-96.4% | $4,255-95.4% | $9,541-98.0% |