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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 | $34,747 | $131,835-73.6% | $108,582-68.0% | $273,972-87.3% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 6.35% | -91.57%+97.9pp | -51.70%+58.0pp | 41.46%-35.1pp |
| Employer contribution / active EE | $4,346 | $4,913-11.5% | $3,758+15.6% | $4,869-10.7% |
| Participant deferral / active EE | $3,206 | $5,127-37.5% | $4,311-25.6% | $5,287-39.4% |
| Admin fee / account holder | $161 | $10,253-98.4% | $7,645-97.9% | $10,133-98.4% |