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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 | $76,016 | $84,518-10.1% | $67,704+12.3% | $125,388-39.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -0.86% | 2.57%-3.4pp | 25.41%-26.3pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,365 | $3,292-58.5% | $2,559-46.7% | $4,866-72.0% |
| Participant deferral / active EE | $6,423 | $4,430+45.0% | $3,585+79.2% | $5,352+20.0% |
| Admin fee / account holder | $50 | $5,340-99.1% | $4,255-98.8% | $9,541-99.5% |