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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 | $53,991 | $57,352-5.9% | $83,831-35.6% | $64,173-15.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -7.42% | 11.38%-18.8pp | 850.99%-858.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,118 | $2,546+22.5% | $3,631-14.1% | $2,381+31.0% |
| Participant deferral / active EE | $5,331 | $2,993+78.1% | $4,082+30.6% | $3,470+53.7% |
| Admin fee / account holder | $81 | $4,046-98.0% | $5,479-98.5% | $4,887-98.4% |