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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 | $63,224 | $99,032-36.2% | $80,022-21.0% | $135,382-53.3% |
| Participation rate | 88.2% | 78.4%+9.9pp | 75.8%+12.4pp | 82.6%+5.6pp |
| Annual return | -4.66% | 15.39%-20.0pp | 11.22%-15.9pp | 519.77%-524.4pp |
| Employer contribution / active EE | $5,871 | $3,043+92.9% | $2,468+137.9% | $4,779+22.9% |
| Participant deferral / active EE | $2,221 | $4,282-48.1% | $3,686-39.7% | $5,609-60.4% |
| Admin fee / account holder | $47 | $10,436-99.5% | $6,521-99.3% | $10,829-99.6% |