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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 | $95,644 | $92,219+3.7% | $76,767+24.6% | $135,380-29.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.68% | 5.46%-11.1pp | 2.43%-8.1pp | 519.81%-525.5pp |
| Employer contribution / active EE | $1,982 | $3,216-38.4% | $2,485-20.3% | $4,779-58.5% |
| Participant deferral / active EE | $3,696 | $4,508-18.0% | $3,852-4.1% | $5,609-34.1% |
| Admin fee / account holder | $191 | $10,749-98.2% | $6,675-97.1% | $10,828-98.2% |