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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 | $43,994 | $167,533-73.7% | $151,645-71.0% | $134,545-67.3% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -19.12% | 7.81%-26.9pp | 3.34%-22.5pp | 418.37%-437.5pp |
| Employer contribution / active EE | $4,135 | $6,828-39.4% | $6,165-32.9% | $4,742-12.8% |
| Participant deferral / active EE | $5,601 | $8,985-37.7% | $8,363-33.0% | $6,401-12.5% |
| Admin fee / account holder | $24 | $13,781-99.8% | $11,614-99.8% | $11,431-99.8% |