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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 | $91,635 | $95,915-4.5% | $79,580+15.1% | $134,532-31.9% |
| Participation rate | 88.9% | 75.0%+13.8pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -17.18% | -2.71%-14.5pp | 0.15%-17.3pp | 418.27%-435.4pp |
| Employer contribution / active EE | $2,690 | $3,129-14.0% | $2,413+11.5% | $4,741-43.3% |
| Participant deferral / active EE | $8,856 | $4,693+88.7% | $3,985+122.2% | $6,401+38.4% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |