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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 | $43,368 | $167,353-74.1% | $143,797-69.8% | $134,545-67.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -15.64% | 0.48%-16.1pp | -0.04%-15.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $2,558 | $5,620-54.5% | $4,952-48.3% | $4,742-46.1% |
| Participant deferral / active EE | $4,929 | $6,447-23.5% | $5,638-12.6% | $6,401-23.0% |
| Admin fee / account holder | $259 | $18,096-98.6% | $14,679-98.2% | $11,431-97.7% |