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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 | $69,222 | $107,809-35.8% | $90,657-23.6% | $135,380-48.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.16% | -0.90%-5.3pp | 1.89%-8.0pp | 519.81%-526.0pp |
| Employer contribution / active EE | $1,370 | $3,018-54.6% | $2,532-45.9% | $4,779-71.3% |
| Participant deferral / active EE | $3,200 | $3,872-17.4% | $3,424-6.6% | $5,609-43.0% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |