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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 | $38,774 | $85,790-54.8% | $67,313-42.4% | $135,382-71.4% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.1%+22.6pp | 82.6%+9.0pp |
| Annual return | -6.18% | -0.54%-5.6pp | -4.08%-2.1pp | 519.77%-525.9pp |
| Employer contribution / active EE | $8,896 | $3,487+155.1% | $2,566+246.7% | $4,779+86.2% |
| Participant deferral / active EE | $5,314 | $4,651+14.3% | $3,568+48.9% | $5,609-5.3% |
| Admin fee / account holder | $167 | $6,392-97.4% | $4,507-96.3% | $10,829-98.5% |