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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 | $54,793 | $95,975-42.9% | $74,549-26.5% | $135,379-59.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.56% | 56.96%-60.5pp | 32.53%-36.1pp | 519.79%-523.3pp |
| Employer contribution / active EE | $14,878 | $2,716+447.8% | $1,961+658.7% | $4,779+211.3% |
| Participant deferral / active EE | $8,744 | $3,844+127.5% | $3,108+181.3% | $5,609+55.9% |
| Admin fee / account holder | $210 | $6,522-96.8% | $5,059-95.8% | $10,828-98.1% |