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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 | $37,716 | $92,219-59.1% | $76,767-50.9% | $135,380-72.1% |
| Participation rate | 77.3% | 79.8%-2.5pp | 77.0%+0.3pp | 82.6%-5.4pp |
| Annual return | -7.31% | 5.46%-12.8pp | 2.43%-9.7pp | 519.81%-527.1pp |
| Employer contribution / active EE | $2,244 | $3,216-30.2% | $2,485-9.7% | $4,779-53.0% |
| Participant deferral / active EE | $4,825 | $4,508+7.0% | $3,852+25.3% | $5,609-14.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |