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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 | $53,503 | $107,809-50.4% | $90,657-41.0% | $135,380-60.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.94% | -0.90%-4.0pp | 1.89%-6.8pp | 519.81%-524.7pp |
| Employer contribution / active EE | $10,739 | $3,018+255.9% | $2,532+324.2% | $4,779+124.7% |
| Participant deferral / active EE | $4,604 | $3,872+18.9% | $3,424+34.5% | $5,609-17.9% |
| Admin fee / account holder | $85 | $5,931-98.6% | $4,994-98.3% | $10,828-99.2% |