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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 | $75,567 | $95,188-20.6% | $76,518-1.2% | $135,380-44.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -9.16% | 4.85%-14.0pp | -0.27%-8.9pp | 519.81%-529.0pp |
| Employer contribution / active EE | $1,082 | $3,303-67.2% | $2,647-59.1% | $4,779-77.4% |
| Participant deferral / active EE | $10,750 | $4,640+131.7% | $3,836+180.3% | $5,609+91.7% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |