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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 | $75,651 | $113,941-33.6% | $94,229-19.7% | $125,389-39.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.17% | 5.29%-7.5pp | 10.68%-12.9pp | 282.24%-284.4pp |
| Employer contribution / active EE | $2,351 | $4,727-50.3% | $3,587-34.5% | $4,866-51.7% |
| Participant deferral / active EE | $6,837 | $5,179+32.0% | $4,320+58.2% | $5,352+27.7% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |