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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 | $73,488 | $167,533-56.1% | $151,645-51.5% | $134,545-45.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -15.41% | 7.81%-23.2pp | 3.34%-18.8pp | 418.37%-433.8pp |
| Employer contribution / active EE | $2,412 | $6,828-64.7% | $6,165-60.9% | $4,742-49.1% |
| Participant deferral / active EE | $4,860 | $8,985-45.9% | $8,363-41.9% | $6,401-24.1% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |