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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 | $57,995 | $72,177-19.6% | $115,038-49.6% | $59,633-2.7% |
| Participation rate | 97.0% | 72.6%+24.4pp | 81.4%+15.6pp | 68.7%+28.3pp |
| Annual return | -2.27% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $2,733 | $2,841-3.8% | $4,608-40.7% | $2,203+24.1% |
| Participant deferral / active EE | $4,965 | $4,783+3.8% | $6,026-17.6% | $3,192+55.6% |
| Admin fee / account holder | $31 | $4,927-99.4% | $8,175-99.6% | $4,297-99.3% |