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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 | $73,382 | $87,016-15.7% | $63,244+16.0% | $125,389-41.5% |
| Participation rate | 82.4% | 77.1%+5.3pp | 71.0%+11.3pp | 83.2%-0.8pp |
| Annual return | 1.02% | 21.71%-20.7pp | -70.31%+71.3pp | 282.24%-281.2pp |
| Employer contribution / active EE | $1,427 | $3,601-60.4% | $2,322-38.5% | $4,866-70.7% |
| Participant deferral / active EE | $3,188 | $3,939-19.1% | $2,953+7.9% | $5,352-40.4% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |