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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 | $50,709 | $77,817-34.8% | $123,553-59.0% | $64,173-21.0% |
| Participation rate | 70.0% | 74.7%-4.7pp | 82.3%-12.3pp | 69.6%+0.4pp |
| Annual return | -6.54% | 12.49%-19.0pp | 119.21%-125.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,390 | $5,240+79.2% | $6,426+46.1% | $3,470+170.6% |
| Admin fee / account holder | $186 | $5,519-96.6% | $9,284-98.0% | $4,887-96.2% |