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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 | $50,894 | $131,835-61.4% | $108,582-53.1% | $273,972-81.4% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 8.28% | -91.57%+99.8pp | -51.70%+60.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $4,317 | $4,913-12.1% | $3,758+14.9% | $4,869-11.3% |
| Participant deferral / active EE | $3,873 | $5,127-24.5% | $4,311-10.2% | $5,287-26.7% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |