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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 | $92,080 | $142,392-35.3% | $119,622-23.0% | $134,532-31.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.31% | -12.46%+2.2pp | -14.98%+4.7pp | 418.27%-428.6pp |
| Employer contribution / active EE | $2,598 | $5,224-50.3% | $4,232-38.6% | $4,741-45.2% |
| Participant deferral / active EE | $3,414 | $6,467-47.2% | $5,601-39.0% | $6,401-46.7% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |