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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 | $91,269 | $99,032-7.8% | $80,022+14.1% | $135,379-32.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.86% | 15.39%-21.2pp | 11.22%-17.1pp | 519.79%-525.6pp |
| Employer contribution / active EE | $1,564 | $3,043-48.6% | $2,468-36.6% | $4,779-67.3% |
| Participant deferral / active EE | $17,550 | $4,282+309.9% | $3,686+376.1% | $5,609+212.9% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |