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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 | $36,493 | $95,188-61.7% | $76,518-52.3% | $135,380-73.0% |
| Participation rate | 73.3% | 74.4%-1.1pp | 68.0%+5.3pp | 82.6%-9.3pp |
| Annual return | -7.97% | 4.85%-12.8pp | -0.27%-7.7pp | 519.81%-527.8pp |
| Employer contribution / active EE | $2,985 | $3,303-9.6% | $2,647+12.8% | $4,779-37.5% |
| Participant deferral / active EE | $8,067 | $4,640+73.9% | $3,836+110.3% | $5,609+43.8% |
| Admin fee / account holder | $190 | $6,249-97.0% | $4,849-96.1% | $10,828-98.2% |