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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 | $82,336 | $131,835-37.5% | $108,582-24.2% | $273,972-69.9% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 3.31% | -91.57%+94.9pp | -51.70%+55.0pp | 41.46%-38.1pp |
| Employer contribution / active EE | $2,310 | $4,913-53.0% | $3,758-38.5% | $4,869-52.6% |
| Participant deferral / active EE | $8,267 | $5,127+61.2% | $4,311+91.8% | $5,287+56.4% |
| Admin fee / account holder | $36 | $10,253-99.6% | $7,645-99.5% | $10,133-99.6% |