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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 | $40,904 | $72,177-43.3% | $115,037-64.4% | $59,633-31.4% |
| Participation rate | 88.2% | 72.6%+15.7pp | 81.4%+6.9pp | 68.7%+19.6pp |
| Annual return | -1.68% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.40%-2043.1pp |
| Employer contribution / active EE | $2,834 | $2,841-0.2% | $4,608-38.5% | $2,203+28.7% |
| Participant deferral / active EE | $4,759 | $4,783-0.5% | $6,026-21.0% | $3,192+49.1% |
| Admin fee / account holder | $210 | $4,927-95.7% | $8,175-97.4% | $4,297-95.1% |