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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 | $37,791 | $127,387-70.3% | $115,038-67.1% | $125,389-69.9% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | -3.38% | 31.28%-34.7pp | 26.14%-29.5pp | 282.24%-285.6pp |
| Employer contribution / active EE | $2,439 | $5,166-52.8% | $4,608-47.1% | $4,866-49.9% |
| Participant deferral / active EE | $4,633 | $6,423-27.9% | $6,026-23.1% | $5,352-13.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |