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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 | $63,581 | $100,805-36.9% | $86,698-26.7% | $134,532-52.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -4.03% | 29.09%-33.1pp | 35.95%-40.0pp | 418.27%-422.3pp |
| Employer contribution / active EE | $2,442 | $3,490-30.0% | $2,837-13.9% | $4,741-48.5% |
| Participant deferral / active EE | $3,244 | $5,339-39.3% | $4,656-30.3% | $6,401-49.3% |
| Admin fee / account holder | $145 | $10,925-98.7% | $7,493-98.1% | $11,429-98.7% |