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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 | $51,021 | $131,835-61.3% | $108,582-53.0% | $273,972-81.4% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 6.04% | -91.57%+97.6pp | -51.70%+57.7pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,125 | $4,913-77.1% | $3,758-70.1% | $4,869-76.9% |
| Participant deferral / active EE | $1,854 | $5,127-63.8% | $4,311-57.0% | $5,287-64.9% |
| Admin fee / account holder | $5 | $10,253-100.0% | $7,645-99.9% | $10,133-100.0% |