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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 | $24,615 | $95,188-74.1% | $76,518-67.8% | $135,379-81.8% |
| Participation rate | 77.8% | 74.4%+3.4pp | 68.0%+9.8pp | 82.6%-4.9pp |
| Annual return | -4.26% | 4.85%-9.1pp | -0.27%-4.0pp | 519.79%-524.0pp |
| Employer contribution / active EE | $3,438 | $3,303+4.1% | $2,647+29.9% | $4,779-28.1% |
| Participant deferral / active EE | $7,146 | $4,640+54.0% | $3,836+86.3% | $5,609+27.4% |
| Admin fee / account holder | $288 | $6,249-95.4% | $4,849-94.1% | $10,828-97.3% |