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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 | $89,570 | $127,096-29.5% | $105,736-15.3% | $135,380-33.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -8.28% | 4.49%-12.8pp | 6.27%-14.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $9,317 | $4,107+126.9% | $3,268+185.1% | $4,779+95.0% |
| Participant deferral / active EE | $1,560 | $5,064-69.2% | $4,080-61.8% | $5,609-72.2% |
| Admin fee / account holder | $149 | $9,087-98.4% | $6,913-97.8% | $10,828-98.6% |