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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 | $70,525 | $149,333-52.8% | $106,387-33.7% | $135,379-47.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -6.87% | 0.52%-7.4pp | 0.25%-7.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $1,612 | $4,984-67.7% | $3,520-54.2% | $4,779-66.3% |
| Participant deferral / active EE | $5,678 | $7,230-21.5% | $5,421+4.7% | $5,609+1.2% |
| Admin fee / account holder | $193 | $15,952-98.8% | $7,510-97.4% | $10,828-98.2% |