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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 | $38,826 | $92,219-57.9% | $76,767-49.4% | $135,380-71.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.81% | 5.46%-11.3pp | 2.43%-8.2pp | 519.81%-525.6pp |
| Employer contribution / active EE | $3,253 | $3,216+1.1% | $2,485+30.9% | $4,779-31.9% |
| Participant deferral / active EE | $6,954 | $4,508+54.3% | $3,852+80.6% | $5,609+24.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |