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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 | $172,610 | $95,895+80.0% | $79,576+116.9% | $134,509+28.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -9.99% | -2.72%-7.3pp | 0.15%-10.1pp | 418.13%-428.1pp |
| Employer contribution / active EE | $758 | $3,128-75.8% | $2,413-68.6% | $4,741-84.0% |
| Participant deferral / active EE | $4,486 | $4,693-4.4% | $3,985+12.6% | $6,400-29.9% |
| Admin fee / account holder | $209 | $9,129-97.7% | $6,834-96.9% | $11,427-98.2% |