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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 | $51,486 | $158,852-67.6% | $121,220-57.5% | $135,380-62.0% |
| Participation rate | 80.0% | 79.3%+0.7pp | 71.8%+8.2pp | 82.6%-2.6pp |
| Annual return | -6.02% | -0.64%-5.4pp | 16.94%-23.0pp | 519.81%-525.8pp |
| Employer contribution / active EE | $3,525 | $5,666-37.8% | $4,023-12.4% | $4,779-26.2% |
| Participant deferral / active EE | $6,987 | $4,006+74.4% | $3,345+108.9% | $5,609+24.6% |
| Admin fee / account holder | $17 | $6,515-99.7% | $5,021-99.7% | $10,828-99.8% |