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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 | $81,850 | $133,981-38.9% | $112,249-27.1% | $134,532-39.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -2.78% | 47.16%-49.9pp | 27.48%-30.3pp | 418.27%-421.0pp |
| Employer contribution / active EE | $2,178 | $4,040-46.1% | $3,636-40.1% | $4,741-54.1% |
| Participant deferral / active EE | $12,138 | $5,292+129.4% | $4,729+156.7% | $6,401+89.6% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |