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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 | $166,434 | $211,946-21.5% | $169,452-1.8% | $135,380+22.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.56% | 3.26%-10.8pp | 1.83%-9.4pp | 519.81%-527.4pp |
| Employer contribution / active EE | $1,008 | $5,117-80.3% | $4,157-75.7% | $4,779-78.9% |
| Participant deferral / active EE | $3,367 | $6,075-44.6% | $5,277-36.2% | $5,609-40.0% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |