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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 | $94,437 | $95,188-0.8% | $76,518+23.4% | $135,379-30.2% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -6.21% | 4.85%-11.1pp | -0.27%-5.9pp | 519.79%-526.0pp |
| Employer contribution / active EE | $1,408 | $3,303-57.4% | $2,647-46.8% | $4,779-70.5% |
| Participant deferral / active EE | $1,847 | $4,640-60.2% | $3,836-51.8% | $5,609-67.1% |
| Admin fee / account holder | $8 | $6,249-99.9% | $4,849-99.8% | $10,828-99.9% |