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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 | $22,708 | $45,872-50.5% | $77,096-70.5% | $68,486-66.8% |
| Participation rate | 98.1% | 55.9%+42.2pp | 67.9%+30.2pp | 67.9%+30.2pp |
| Annual return | -9.59% | 1.73%-11.3pp | 42.35%-51.9pp | -7.85%-1.7pp |
| Employer contribution / active EE | $2,681 | $1,650+62.5% | $2,814-4.7% | $2,597+3.3% |
| Participant deferral / active EE | $4,755 | $2,963+60.5% | $4,429+7.4% | $4,028+18.1% |
| Admin fee / account holder | $299 | $3,041-90.2% | $5,428-94.5% | $5,404-94.5% |