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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 | $118,150 | $92,219+28.1% | $76,767+53.9% | $135,380-12.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.55% | 5.46%-14.0pp | 2.43%-11.0pp | 519.81%-528.4pp |
| Employer contribution / active EE | $1,454 | $3,216-54.8% | $2,485-41.5% | $4,779-69.6% |
| Participant deferral / active EE | $3,312 | $4,508-26.5% | $3,852-14.0% | $5,609-41.0% |
| Admin fee / account holder | $85 | $10,749-99.2% | $6,675-98.7% | $10,828-99.2% |