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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 | $24,988 | $107,809-76.8% | $90,657-72.4% | $135,380-81.5% |
| Participation rate | 92.3% | 78.0%+14.3pp | 74.0%+18.3pp | 82.6%+9.7pp |
| Annual return | -6.77% | -0.90%-5.9pp | 1.89%-8.7pp | 519.81%-526.6pp |
| Employer contribution / active EE | $4,128 | $3,018+36.8% | $2,532+63.1% | $4,779-13.6% |
| Participant deferral / active EE | $2,769 | $3,872-28.5% | $3,424-19.1% | $5,609-50.6% |
| Admin fee / account holder | $7 | $5,931-99.9% | $4,994-99.9% | $10,828-99.9% |