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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 | $108,726 | $91,911+18.3% | $68,793+58.0% | $135,382-19.7% |
| Participation rate | 88.2% | 76.7%+11.5pp | 72.2%+16.0pp | 82.6%+5.6pp |
| Annual return | -4.85% | -8.22%+3.4pp | -4.63%-0.2pp | 519.77%-524.6pp |
| Employer contribution / active EE | $1,500 | $3,924-61.8% | $2,625-42.8% | $4,779-68.6% |
| Participant deferral / active EE | $5,359 | $4,315+24.2% | $3,311+61.9% | $5,609-4.4% |
| Admin fee / account holder | $1 | $9,240-100.0% | $5,131-100.0% | $10,829-100.0% |