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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 | $63,182 | $97,020-34.9% | $83,327-24.2% | $135,380-53.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.21% | 12.31%-16.5pp | 10.64%-14.9pp | 519.81%-524.0pp |
| Employer contribution / active EE | $4,426 | $4,144+6.8% | $3,379+31.0% | $4,779-7.4% |
| Participant deferral / active EE | $7,143 | $5,964+19.8% | $5,565+28.3% | $5,609+27.3% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |