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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 | $85,061 | $92,219-7.8% | $76,767+10.8% | $135,380-37.2% |
| Participation rate | 81.0% | 79.8%+1.2pp | 77.0%+4.0pp | 82.6%-1.7pp |
| Annual return | -5.01% | 5.46%-10.5pp | 2.43%-7.4pp | 519.81%-524.8pp |
| Employer contribution / active EE | $4,763 | $3,216+48.1% | $2,485+91.7% | $4,779-0.3% |
| Participant deferral / active EE | $4,701 | $4,508+4.3% | $3,852+22.0% | $5,609-16.2% |
| Admin fee / account holder | $125 | $10,749-98.8% | $6,675-98.1% | $10,828-98.8% |