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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 | $44,147 | $167,522-73.6% | $151,639-70.9% | $134,532-67.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -18.19% | 7.81%-26.0pp | 3.34%-21.5pp | 418.27%-436.5pp |
| Employer contribution / active EE | $3,001 | $6,828-56.0% | $6,165-51.3% | $4,741-36.7% |
| Participant deferral / active EE | $4,482 | $8,986-50.1% | $8,363-46.4% | $6,401-30.0% |
| Admin fee / account holder | $280 | $13,780-98.0% | $11,613-97.6% | $11,429-97.5% |