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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 | $39,450 | $72,177-45.3% | $115,038-65.7% | $59,633-33.8% |
| Participation rate | 79.5% | 72.6%+6.9pp | 81.4%-1.9pp | 68.7%+10.8pp |
| Annual return | -0.28% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $3,185 | $2,841+12.1% | $4,608-30.9% | $2,203+44.6% |
| Participant deferral / active EE | $7,878 | $4,783+64.7% | $6,026+30.7% | $3,192+146.8% |
| Admin fee / account holder | $4 | $4,927-99.9% | $8,175-100.0% | $4,297-99.9% |