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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 | $20,116 | $79,633-74.7% | $93,759-78.5% | $68,486-70.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -14.85% | -0.10%-14.8pp | -11.33%-3.5pp | -7.85%-7.0pp |
| Employer contribution / active EE | $2,192 | $3,665-40.2% | $4,324-49.3% | $2,597-15.6% |
| Participant deferral / active EE | $4,562 | $5,158-11.5% | $6,096-25.2% | $4,028+13.3% |
| Admin fee / account holder | $110 | $6,871-98.4% | $7,197-98.5% | $5,404-98.0% |