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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 | $56,733 | $92,219-38.5% | $76,767-26.1% | $135,380-58.1% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -8.20% | 5.46%-13.7pp | 2.43%-10.6pp | 519.81%-528.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,233 | $4,508+38.3% | $3,852+61.8% | $5,609+11.1% |
| Admin fee / account holder | $286 | $10,749-97.3% | $6,675-95.7% | $10,828-97.4% |