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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 | $63,840 | $92,219-30.8% | $76,767-16.8% | $135,380-52.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.09% | 5.46%-12.6pp | 2.43%-9.5pp | 519.81%-526.9pp |
| Employer contribution / active EE | $2,846 | $3,216-11.5% | $2,485+14.5% | $4,779-40.5% |
| Participant deferral / active EE | $4,504 | $4,508-0.1% | $3,852+16.9% | $5,609-19.7% |
| Admin fee / account holder | $246 | $10,749-97.7% | $6,675-96.3% | $10,828-97.7% |