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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 | $30,294 | $72,177-58.0% | $115,038-73.7% | $59,633-49.2% |
| Participation rate | 72.0% | 72.6%-0.6pp | 81.4%-9.4pp | 68.7%+3.3pp |
| Annual return | -1.98% | 12.02%-14.0pp | 26.14%-28.1pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $3,093 | $2,841+8.9% | $4,608-32.9% | $2,203+40.4% |
| Participant deferral / active EE | $3,642 | $4,783-23.8% | $6,026-39.6% | $3,192+14.1% |
| Admin fee / account holder | $188 | $4,927-96.2% | $8,175-97.7% | $4,297-95.6% |