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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 | $80,296 | $92,219-12.9% | $76,767+4.6% | $135,380-40.7% |
| Participation rate | 94.7% | 79.8%+15.0pp | 77.0%+17.8pp | 82.6%+12.1pp |
| Annual return | -6.03% | 5.46%-11.5pp | 2.43%-8.5pp | 519.81%-525.8pp |
| Employer contribution / active EE | $5,612 | $3,216+74.5% | $2,485+125.8% | $4,779+17.4% |
| Participant deferral / active EE | $3,259 | $4,508-27.7% | $3,852-15.4% | $5,609-41.9% |
| Admin fee / account holder | $121 | $10,749-98.9% | $6,675-98.2% | $10,828-98.9% |