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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 | $30,233 | $57,352-47.3% | $83,830-63.9% | $64,173-52.9% |
| Participation rate | 75.5% | 68.6%+6.9pp | 76.1%-0.6pp | 69.6%+5.9pp |
| Annual return | -1.73% | 11.38%-13.1pp | 850.97%-852.7pp | 7.63%-9.4pp |
| Employer contribution / active EE | $2,000 | $2,546-21.4% | $3,631-44.9% | $2,381-16.0% |
| Participant deferral / active EE | $4,281 | $2,993+43.0% | $4,082+4.9% | $3,470+23.4% |
| Admin fee / account holder | $100 | $4,046-97.5% | $5,479-98.2% | $4,887-98.0% |