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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 | $103,109 | $95,915+7.5% | $79,580+29.6% | $134,532-23.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -17.74% | -2.71%-15.0pp | 0.15%-17.9pp | 418.27%-436.0pp |
| Employer contribution / active EE | $897 | $3,129-71.3% | $2,413-62.8% | $4,741-81.1% |
| Participant deferral / active EE | $6,456 | $4,693+37.6% | $3,985+62.0% | $6,401+0.9% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |