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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 | $54,020 | $131,835-59.0% | $108,582-50.2% | $273,972-80.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.44% | -91.57%+99.0pp | -51.70%+59.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $940 | $4,913-80.9% | $3,758-75.0% | $4,869-80.7% |
| Participant deferral / active EE | $5,053 | $5,127-1.5% | $4,311+17.2% | $5,287-4.4% |
| Admin fee / account holder | $210 | $10,253-97.9% | $7,645-97.3% | $10,133-97.9% |