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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 | $30,298 | $97,881-69.0% | $80,004-62.1% | $125,389-75.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 73.0%+15.9pp | 83.2%+5.7pp |
| Annual return | -3.49% | 9.36%-12.9pp | 7.63%-11.1pp | 282.24%-285.7pp |
| Employer contribution / active EE | $1,698 | $3,128-45.7% | $2,473-31.3% | $4,866-65.1% |
| Participant deferral / active EE | $5,387 | $3,744+43.9% | $3,204+68.2% | $5,352+0.7% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |