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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 | $28,331 | $167,522-83.1% | $151,639-81.3% | $134,532-78.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -18.76% | 7.81%-26.6pp | 3.34%-22.1pp | 418.27%-437.0pp |
| Employer contribution / active EE | $2,278 | $6,828-66.6% | $6,165-63.0% | $4,741-52.0% |
| Participant deferral / active EE | $5,610 | $8,986-37.6% | $8,363-32.9% | $6,401-12.4% |
| Admin fee / account holder | $7 | $13,780-100.0% | $11,613-99.9% | $11,429-99.9% |