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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 | $35,327 | $142,361-75.2% | $119,608-70.5% | $134,509-73.7% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -15.67% | -12.46%-3.2pp | -14.98%-0.7pp | 418.13%-433.8pp |
| Employer contribution / active EE | $1,542 | $5,224-70.5% | $4,232-63.6% | $4,741-67.5% |
| Participant deferral / active EE | $5,074 | $6,468-21.6% | $5,601-9.4% | $6,400-20.7% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |