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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 | $52,858 | $83,908-37.0% | $68,509-22.8% | $125,389-57.8% |
| Participation rate | 82.4% | 78.2%+4.2pp | 74.7%+7.6pp | 83.2%-0.8pp |
| Annual return | -0.97% | 14.48%-15.4pp | 8.27%-9.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $5,262 | $3,031+73.6% | $2,278+131.0% | $4,866+8.1% |
| Participant deferral / active EE | $3,726 | $4,125-9.7% | $3,382+10.2% | $5,352-30.4% |
| Admin fee / account holder | $145 | $8,982-98.4% | $5,275-97.3% | $9,541-98.5% |