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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 | $49,650 | $158,827-68.7% | $121,208-59.0% | $135,382-63.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -6.24% | -0.64%-5.6pp | 16.93%-23.2pp | 519.77%-526.0pp |
| Employer contribution / active EE | $10,807 | $5,666+90.7% | $4,023+168.7% | $4,779+126.1% |
| Participant deferral / active EE | $8,238 | $4,006+105.7% | $3,345+146.3% | $5,609+46.9% |
| Admin fee / account holder | $51 | $6,514-99.2% | $5,020-99.0% | $10,829-99.5% |