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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 | $41,113 | $57,352-28.3% | $83,830-51.0% | $64,173-35.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -8.40% | 11.38%-19.8pp | 850.97%-859.4pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,847 | $2,546+11.9% | $3,631-21.6% | $2,381+19.6% |
| Participant deferral / active EE | $3,207 | $2,993+7.1% | $4,082-21.4% | $3,470-7.6% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |