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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 | $49,420 | $72,404-31.7% | $110,241-55.2% | $64,181-23.0% |
| Participation rate | 97.0% | 73.3%+23.6pp | 79.8%+17.1pp | 69.6%+27.4pp |
| Annual return | -4.28% | -6.29%+2.0pp | 314.75%-319.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $830 | $2,282-63.6% | $3,827-78.3% | $2,381-65.1% |
| Participant deferral / active EE | $5,910 | $3,469+70.4% | $4,672+26.5% | $3,470+70.3% |
| Admin fee / account holder | $4 | $5,664-99.9% | $8,548-100.0% | $4,887-99.9% |