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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 | $51,737 | $77,817-33.5% | $123,553-58.1% | $64,173-19.4% |
| Participation rate | 70.4% | 74.7%-4.3pp | 82.3%-11.9pp | 69.6%+0.8pp |
| Annual return | -6.99% | 12.49%-19.5pp | 119.21%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,198 | $3,014-27.1% | $4,628-52.5% | $2,381-7.7% |
| Participant deferral / active EE | $3,173 | $5,240-39.5% | $6,426-50.6% | $3,470-8.6% |
| Admin fee / account holder | $38 | $5,519-99.3% | $9,284-99.6% | $4,887-99.2% |