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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 | $86,152 | $85,790+0.4% | $67,313+28.0% | $135,380-36.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.17% | -0.54%-6.6pp | -4.08%-3.1pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,632 | $3,487-53.2% | $2,566-36.4% | $4,779-65.8% |
| Participant deferral / active EE | $15,281 | $4,651+228.6% | $3,568+328.2% | $5,609+172.4% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |