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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 | $71,745 | $95,188-24.6% | $76,518-6.2% | $135,380-47.0% |
| Participation rate | 81.8% | 74.4%+7.4pp | 68.0%+13.8pp | 82.6%-0.8pp |
| Annual return | -1.39% | 4.85%-6.2pp | -0.27%-1.1pp | 519.81%-521.2pp |
| Employer contribution / active EE | $1,510 | $3,303-54.3% | $2,647-42.9% | $4,779-68.4% |
| Participant deferral / active EE | $4,950 | $4,640+6.7% | $3,836+29.0% | $5,609-11.8% |
| Admin fee / account holder | $232 | $6,249-96.3% | $4,849-95.2% | $10,828-97.9% |