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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 | $27,692 | $131,835-79.0% | $108,582-74.5% | $273,972-89.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.01% | -91.57%+98.6pp | -51.70%+58.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $3,018 | $4,913-38.6% | $3,758-19.7% | $4,869-38.0% |
| Participant deferral / active EE | $4,213 | $5,127-17.8% | $4,311-2.3% | $5,287-20.3% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |