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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 | $63,800 | $131,835-51.6% | $108,582-41.2% | $273,972-76.7% |
| Participation rate | 82.6% | 83.5%-0.8pp | 79.6%+3.0pp | 83.0%-0.4pp |
| Annual return | 9.61% | -91.57%+101.2pp | -51.70%+61.3pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,964 | $4,913-60.0% | $3,758-47.7% | $4,869-59.7% |
| Participant deferral / active EE | $5,211 | $5,127+1.6% | $4,311+20.9% | $5,287-1.4% |
| Admin fee / account holder | $186 | $10,253-98.2% | $7,645-97.6% | $10,133-98.2% |