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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 | $77,825 | $87,546-11.1% | $75,784+2.7% | $125,389-37.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.98% | 13.49%-14.5pp | 9.68%-10.7pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12,855 | $4,230+203.9% | $3,652+252.0% | $5,352+140.2% |
| Admin fee / account holder | $83 | $6,503-98.7% | $5,300-98.4% | $9,541-99.1% |