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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 | $56,599 | $87,546-35.3% | $75,784-25.3% | $125,389-54.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.98% | 13.49%-16.5pp | 9.68%-12.7pp | 282.24%-285.2pp |
| Employer contribution / active EE | $11,265 | $3,930+186.6% | $3,323+239.0% | $4,866+131.5% |
| Participant deferral / active EE | $5,844 | $4,230+38.2% | $3,652+60.0% | $5,352+9.2% |
| Admin fee / account holder | $276 | $6,503-95.8% | $5,300-94.8% | $9,541-97.1% |