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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 | $60,243 | $87,546-31.2% | $75,784-20.5% | $125,389-52.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.86% | 13.49%-15.3pp | 9.68%-11.5pp | 282.24%-284.1pp |
| Employer contribution / active EE | $11,534 | $3,930+193.5% | $3,323+247.1% | $4,866+137.0% |
| Participant deferral / active EE | $15,967 | $4,230+277.5% | $3,652+337.2% | $5,352+198.4% |
| Admin fee / account holder | $59 | $6,503-99.1% | $5,300-98.9% | $9,541-99.4% |