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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 | $77,452 | $86,701-10.7% | $73,309+5.7% | $125,389-38.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.32% | 2.78%-5.1pp | 5.67%-8.0pp | 282.24%-284.6pp |
| Employer contribution / active EE | $1,749 | $4,152-57.9% | $3,237-46.0% | $4,866-64.1% |
| Participant deferral / active EE | $12,561 | $5,549+126.3% | $4,991+151.7% | $5,352+134.7% |
| Admin fee / account holder | $48 | $7,768-99.4% | $5,635-99.1% | $9,541-99.5% |