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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 | $82,366 | $131,829-37.5% | $108,579-24.1% | $273,965-69.9% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 7.00% | -91.57%+98.6pp | -51.70%+58.7pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,449 | $4,912-70.5% | $3,758-61.4% | $4,869-70.2% |
| Participant deferral / active EE | $3,272 | $5,127-36.2% | $4,311-24.1% | $5,287-38.1% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |