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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 | $53,898 | $106,115-49.2% | $85,969-37.3% | $125,389-57.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -1.22% | 13.93%-15.2pp | 9.32%-10.5pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,504 | $4,537-66.9% | $3,474-56.7% | $4,866-69.1% |
| Participant deferral / active EE | $6,476 | $4,859+33.3% | $3,829+69.1% | $5,352+21.0% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |