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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 | $50,842 | $73,848-31.2% | $143,799-64.6% | $68,486-25.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.47% | 0.91%-12.4pp | -0.04%-11.4pp | -7.85%-3.6pp |
| Employer contribution / active EE | $6,049 | $3,184+90.0% | $4,952+22.1% | $2,597+133.0% |
| Participant deferral / active EE | $2,324 | $3,385-31.3% | $5,638-58.8% | $4,028-42.3% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |