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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 | $57,216 | $87,546-34.6% | $75,784-24.5% | $125,389-54.4% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -1.43% | 13.49%-14.9pp | 9.68%-11.1pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,601 | $3,930-59.3% | $3,323-51.8% | $4,866-67.1% |
| Participant deferral / active EE | $4,906 | $4,230+16.0% | $3,652+34.4% | $5,352-8.3% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |