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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 | $54,739 | $113,941-52.0% | $94,229-41.9% | $125,389-56.3% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | -0.53% | 5.29%-5.8pp | 10.68%-11.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $4,500 | $4,727-4.8% | $3,587+25.4% | $4,866-7.5% |
| Participant deferral / active EE | $5,855 | $5,179+13.0% | $4,320+35.5% | $5,352+9.4% |
| Admin fee / account holder | $16 | $8,392-99.8% | $6,269-99.7% | $9,541-99.8% |