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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 | $151,509 | $63,953+136.9% | $54,726+176.9% | $135,380+11.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -2.40% | -5.77%+3.4pp | -4.56%+2.2pp | 519.81%-522.2pp |
| Employer contribution / active EE | $2,266 | $4,256-46.8% | $3,449-34.3% | $4,779-52.6% |
| Participant deferral / active EE | $2,955 | $4,810-38.6% | $3,953-25.2% | $5,609-47.3% |
| Admin fee / account holder | $54 | $4,567-98.8% | $3,818-98.6% | $10,828-99.5% |