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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 | $72,167 | $95,917-24.8% | $79,583-9.3% | $134,545-46.4% |
| Participation rate | 73.3% | 75.0%-1.7pp | 69.5%+3.8pp | 81.2%-7.9pp |
| Annual return | -12.76% | -2.70%-10.1pp | 0.16%-12.9pp | 418.37%-431.1pp |
| Employer contribution / active EE | $978 | $3,129-68.7% | $2,414-59.5% | $4,742-79.4% |
| Participant deferral / active EE | $2,903 | $4,694-38.1% | $3,986-27.2% | $6,401-54.6% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |