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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 | $48,146 | $113,941-57.7% | $94,229-48.9% | $125,389-61.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.42% | 5.29%-7.7pp | 10.68%-13.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $4,980 | $4,727+5.4% | $3,587+38.8% | $4,866+2.3% |
| Participant deferral / active EE | $3,945 | $5,179-23.8% | $4,320-8.7% | $5,352-26.3% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |