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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 | $99,184 | $95,915+3.4% | $79,580+24.6% | $134,532-26.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -16.34% | -2.71%-13.6pp | 0.15%-16.5pp | 418.27%-434.6pp |
| Employer contribution / active EE | $1,511 | $3,129-51.7% | $2,413-37.4% | $4,741-68.1% |
| Participant deferral / active EE | $2,844 | $4,693-39.4% | $3,985-28.6% | $6,401-55.6% |
| Admin fee / account holder | $20 | $9,132-99.8% | $6,835-99.7% | $11,429-99.8% |