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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 | $44,017 | $97,027-54.6% | $83,323-47.2% | $135,382-67.5% |
| Participation rate | 91.7% | 80.4%+11.3pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -7.95% | 12.31%-20.3pp | 10.63%-18.6pp | 519.77%-527.7pp |
| Employer contribution / active EE | $2,972 | $4,143-28.3% | $3,379-12.0% | $4,779-37.8% |
| Participant deferral / active EE | $4,791 | $5,964-19.7% | $5,565-13.9% | $5,609-14.6% |
| Admin fee / account holder | $0 | $8,427-100.0% | $7,539-100.0% | $10,829-100.0% |