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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 | $48,430 | $92,219-47.5% | $76,767-36.9% | $135,380-64.2% |
| Participation rate | 76.2% | 79.8%-3.6pp | 77.0%-0.8pp | 82.6%-6.5pp |
| Annual return | -6.48% | 5.46%-11.9pp | 2.43%-8.9pp | 519.81%-526.3pp |
| Employer contribution / active EE | $2,370 | $3,216-26.3% | $2,485-4.6% | $4,779-50.4% |
| Participant deferral / active EE | $3,915 | $4,508-13.2% | $3,852+1.6% | $5,609-30.2% |
| Admin fee / account holder | $50 | $10,749-99.5% | $6,675-99.3% | $10,828-99.5% |