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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 | $97,135 | $131,835-26.3% | $108,582-10.5% | $273,972-64.5% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.6%-2.6pp | 83.0%-6.1pp |
| Annual return | 5.93% | -91.57%+97.5pp | -51.70%+57.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $9,731 | $4,913+98.1% | $3,758+158.9% | $4,869+99.9% |
| Participant deferral / active EE | $3,998 | $5,127-22.0% | $4,311-7.2% | $5,287-24.4% |
| Admin fee / account holder | $11 | $10,253-99.9% | $7,645-99.9% | $10,133-99.9% |