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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 | $50,517 | $95,188-46.9% | $76,518-34.0% | $135,380-62.7% |
| Participation rate | 73.7% | 74.4%-0.7pp | 68.0%+5.7pp | 82.6%-9.0pp |
| Annual return | -7.69% | 4.85%-12.5pp | -0.27%-7.4pp | 519.81%-527.5pp |
| Employer contribution / active EE | $2,608 | $3,303-21.0% | $2,647-1.5% | $4,779-45.4% |
| Participant deferral / active EE | $4,014 | $4,640-13.5% | $3,836+4.7% | $5,609-28.4% |
| Admin fee / account holder | $1 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |