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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 | $38,647 | $84,518-54.3% | $67,704-42.9% | $125,389-69.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -3.60% | 2.57%-6.2pp | 25.41%-29.0pp | 282.24%-285.8pp |
| Employer contribution / active EE | $1,683 | $3,292-48.9% | $2,559-34.2% | $4,866-65.4% |
| Participant deferral / active EE | $4,664 | $4,430+5.3% | $3,585+30.1% | $5,352-12.9% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |