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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 | $72,376 | $86,701-16.5% | $73,309-1.3% | $125,389-42.3% |
| Participation rate | 94.4% | 78.6%+15.8pp | 74.9%+19.5pp | 83.2%+11.3pp |
| Annual return | -1.93% | 2.78%-4.7pp | 5.67%-7.6pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,760 | $4,152-57.6% | $3,237-45.6% | $4,866-63.8% |
| Participant deferral / active EE | $4,178 | $5,549-24.7% | $4,991-16.3% | $5,352-21.9% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |