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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 | $85,315 | $113,941-25.1% | $94,229-9.5% | $125,389-32.0% |
| Participation rate | 71.4% | 82.9%-11.5pp | 78.8%-7.3pp | 83.2%-11.8pp |
| Annual return | -0.45% | 5.29%-5.7pp | 10.68%-11.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $3,304 | $4,727-30.1% | $3,587-7.9% | $4,866-32.1% |
| Participant deferral / active EE | $5,848 | $5,179+12.9% | $4,320+35.3% | $5,352+9.3% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |