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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 | $58,499 | $83,908-30.3% | $68,509-14.6% | $125,389-53.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -3.35% | 14.48%-17.8pp | 8.27%-11.6pp | 282.24%-285.6pp |
| Employer contribution / active EE | $3,233 | $3,031+6.7% | $2,278+41.9% | $4,866-33.6% |
| Participant deferral / active EE | $3,439 | $4,125-16.6% | $3,382+1.7% | $5,352-35.7% |
| Admin fee / account holder | $49 | $8,982-99.5% | $5,275-99.1% | $9,541-99.5% |