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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 | $76,391 | $90,467-15.6% | $93,759-18.5% | $134,509-43.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -13.96% | -15.72%+1.8pp | -11.33%-2.6pp | 418.13%-432.1pp |
| Employer contribution / active EE | $2,549 | $4,345-41.3% | $4,324-41.0% | $4,741-46.2% |
| Participant deferral / active EE | $2,963 | $5,980-50.5% | $6,096-51.4% | $6,400-53.7% |
| Admin fee / account holder | $11 | $9,258-99.9% | $7,197-99.8% | $11,427-99.9% |