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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 | $50,765 | $158,852-68.0% | $121,220-58.1% | $135,379-62.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -4.55% | -0.64%-3.9pp | 16.94%-21.5pp | 519.79%-524.3pp |
| Employer contribution / active EE | $5,804 | $5,666+2.4% | $4,023+44.3% | $4,779+21.4% |
| Participant deferral / active EE | $9,250 | $4,006+130.9% | $3,345+176.5% | $5,609+64.9% |
| Admin fee / account holder | $236 | $6,515-96.4% | $5,021-95.3% | $10,828-97.8% |