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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 | $170,345 | $85,790+98.6% | $67,313+153.1% | $135,379+25.8% |
| Participation rate | 70.0% | 76.5%-6.5pp | 69.1%+0.9pp | 82.6%-12.6pp |
| Annual return | -1.50% | -0.54%-1.0pp | -4.08%+2.6pp | 519.79%-521.3pp |
| Employer contribution / active EE | $811 | $3,487-76.8% | $2,566-68.4% | $4,779-83.0% |
| Participant deferral / active EE | $7,590 | $4,651+63.2% | $3,568+112.7% | $5,609+35.3% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |