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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 | $49,794 | $92,219-46.0% | $76,767-35.1% | $135,380-63.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.53% | 5.46%-14.0pp | 2.43%-11.0pp | 519.81%-528.3pp |
| Employer contribution / active EE | $6,368 | $3,216+98.0% | $2,485+156.2% | $4,779+33.3% |
| Participant deferral / active EE | $4,324 | $4,508-4.1% | $3,852+12.3% | $5,609-22.9% |
| Admin fee / account holder | $182 | $10,749-98.3% | $6,675-97.3% | $10,828-98.3% |