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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 | $58,050 | $211,946-72.6% | $169,452-65.7% | $135,380-57.1% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -7.55% | 3.26%-10.8pp | 1.83%-9.4pp | 519.81%-527.4pp |
| Employer contribution / active EE | $8,630 | $5,117+68.7% | $4,157+107.6% | $4,779+80.6% |
| Participant deferral / active EE | $10,235 | $6,075+68.5% | $5,277+94.0% | $5,609+82.5% |
| Admin fee / account holder | $15 | $11,472-99.9% | $9,110-99.8% | $10,828-99.9% |