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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 | $55,518 | $82,324-32.6% | $68,803-19.3% | $134,545-58.7% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -19.51% | -2.17%-17.3pp | -6.37%-13.1pp | 418.37%-437.9pp |
| Employer contribution / active EE | $2,310 | $3,302-30.0% | $2,656-13.0% | $4,742-51.3% |
| Participant deferral / active EE | $3,610 | $4,740-23.8% | $3,942-8.4% | $6,401-43.6% |
| Admin fee / account holder | $0 | $6,485-100.0% | $4,936-100.0% | $11,431-100.0% |