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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 | $55,698 | $158,852-64.9% | $121,220-54.1% | $135,380-58.9% |
| Participation rate | 84.6% | 79.3%+5.3pp | 71.8%+12.9pp | 82.6%+2.0pp |
| Annual return | -8.22% | -0.64%-7.6pp | 16.94%-25.2pp | 519.81%-528.0pp |
| Employer contribution / active EE | $3,606 | $5,666-36.4% | $4,023-10.3% | $4,779-24.5% |
| Participant deferral / active EE | $2,247 | $4,006-43.9% | $3,345-32.8% | $5,609-59.9% |
| Admin fee / account holder | $271 | $6,515-95.8% | $5,021-94.6% | $10,828-97.5% |