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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 | $62,412 | $95,193-34.4% | $76,523-18.4% | $135,382-53.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.11% | 4.85%-9.0pp | -0.27%-3.8pp | 519.77%-523.9pp |
| Employer contribution / active EE | $8,382 | $3,302+153.8% | $2,647+216.7% | $4,779+75.4% |
| Participant deferral / active EE | $5,023 | $4,639+8.3% | $3,835+31.0% | $5,609-10.4% |
| Admin fee / account holder | $270 | $6,249-95.7% | $4,848-94.4% | $10,829-97.5% |