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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 | $85,918 | $158,852-45.9% | $121,220-29.1% | $135,379-36.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -5.42% | -0.64%-4.8pp | 16.94%-22.4pp | 519.79%-525.2pp |
| Employer contribution / active EE | $2,302 | $5,666-59.4% | $4,023-42.8% | $4,779-51.8% |
| Participant deferral / active EE | $3,893 | $4,006-2.8% | $3,345+16.4% | $5,609-30.6% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |