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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 | $54,313 | $81,870-33.7% | $119,622-54.6% | $68,486-20.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -4.19% | -23.82%+19.6pp | -14.98%+10.8pp | -7.85%+3.7pp |
| Employer contribution / active EE | $6,161 | $2,692+128.9% | $4,232+45.6% | $2,597+137.3% |
| Participant deferral / active EE | $5,000 | $4,148+20.5% | $5,601-10.7% | $4,028+24.1% |
| Admin fee / account holder | $27 | $6,583-99.6% | $10,328-99.7% | $5,404-99.5% |