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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 | $229,004 | $92,219+148.3% | $76,768+198.3% | $135,379+69.2% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -6.10% | 5.46%-11.6pp | 2.43%-8.5pp | 519.79%-525.9pp |
| Employer contribution / active EE | $1,241 | $3,216-61.4% | $2,485-50.0% | $4,779-74.0% |
| Participant deferral / active EE | $5,409 | $4,508+20.0% | $3,852+40.4% | $5,609-3.6% |
| Admin fee / account holder | $2 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |