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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 | $81,316 | $83,908-3.1% | $68,509+18.7% | $125,389-35.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.10% | 14.48%-16.6pp | 8.27%-10.4pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,625 | $3,031-46.4% | $2,278-28.7% | $4,866-66.6% |
| Participant deferral / active EE | $7,460 | $4,125+80.9% | $3,382+120.6% | $5,352+39.4% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |