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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 | $84,768 | $95,895-11.6% | $79,576+6.5% | $134,509-37.0% |
| Participation rate | 70.8% | 75.0%-4.2pp | 69.5%+1.3pp | 81.2%-10.4pp |
| Annual return | -19.29% | -2.72%-16.6pp | 0.15%-19.4pp | 418.13%-437.4pp |
| Employer contribution / active EE | $1,235 | $3,128-60.5% | $2,413-48.8% | $4,741-74.0% |
| Participant deferral / active EE | $4,282 | $4,693-8.8% | $3,985+7.4% | $6,400-33.1% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |