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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 | $25,612 | $83,908-69.5% | $68,509-62.6% | $125,389-79.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -2.83% | 14.48%-17.3pp | 8.27%-11.1pp | 282.24%-285.1pp |
| Employer contribution / active EE | $6,962 | $3,031+129.7% | $2,278+205.6% | $4,866+43.1% |
| Participant deferral / active EE | $5,233 | $4,125+26.9% | $3,382+54.7% | $5,352-2.2% |
| Admin fee / account holder | $272 | $8,982-97.0% | $5,275-94.8% | $9,541-97.1% |