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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 | $41,613 | $92,219-54.9% | $76,766-45.8% | $135,382-69.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.60% | 5.46%-10.1pp | 2.43%-7.0pp | 519.77%-524.4pp |
| Employer contribution / active EE | $2,806 | $3,216-12.8% | $2,485+12.9% | $4,779-41.3% |
| Participant deferral / active EE | $8,080 | $4,508+79.2% | $3,851+109.8% | $5,609+44.1% |
| Admin fee / account holder | $38 | $10,749-99.6% | $6,675-99.4% | $10,829-99.6% |