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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 | $58,424 | $131,835-55.7% | $108,582-46.2% | $273,972-78.7% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 11.97% | -91.57%+103.5pp | -51.70%+63.7pp | 41.46%-29.5pp |
| Employer contribution / active EE | $4,704 | $4,913-4.2% | $3,758+25.2% | $4,869-3.4% |
| Participant deferral / active EE | $6,858 | $5,127+33.7% | $4,311+59.1% | $5,287+29.7% |
| Admin fee / account holder | $31 | $10,253-99.7% | $7,645-99.6% | $10,133-99.7% |