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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 | $39,967 | $92,219-56.7% | $76,767-47.9% | $135,380-70.5% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -6.60% | 5.46%-12.1pp | 2.43%-9.0pp | 519.81%-526.4pp |
| Employer contribution / active EE | $10,129 | $3,216+215.0% | $2,485+307.6% | $4,779+111.9% |
| Participant deferral / active EE | $9,426 | $4,508+109.1% | $3,852+144.7% | $5,609+68.1% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |