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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 | $107,828 | $92,219+16.9% | $76,768+40.5% | $135,379-20.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.63% | 5.46%-7.1pp | 2.43%-4.1pp | 519.79%-521.4pp |
| Employer contribution / active EE | $1,612 | $3,216-49.9% | $2,485-35.2% | $4,779-66.3% |
| Participant deferral / active EE | $3,199 | $4,508-29.0% | $3,852-16.9% | $5,609-43.0% |
| Admin fee / account holder | $100 | $10,749-99.1% | $6,675-98.5% | $10,828-99.1% |