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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 | $95,298 | $131,835-27.7% | $108,582-12.2% | $273,972-65.2% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 4.77% | -91.57%+96.3pp | -51.70%+56.5pp | 41.46%-36.7pp |
| Employer contribution / active EE | $10,478 | $4,913+113.3% | $3,758+178.8% | $4,869+115.2% |
| Participant deferral / active EE | $4,540 | $5,127-11.5% | $4,311+5.3% | $5,287-14.1% |
| Admin fee / account holder | $3 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |