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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 | $42,616 | $86,701-50.8% | $73,309-41.9% | $125,389-66.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.49% | 2.78%-4.3pp | 5.67%-7.2pp | 282.24%-283.7pp |
| Employer contribution / active EE | $4,393 | $4,152+5.8% | $3,237+35.7% | $4,866-9.7% |
| Participant deferral / active EE | $4,259 | $5,549-23.3% | $4,991-14.7% | $5,352-20.4% |
| Admin fee / account holder | $297 | $7,768-96.2% | $5,635-94.7% | $9,541-96.9% |