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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 | $46,878 | $95,915-51.1% | $79,580-41.1% | $134,532-65.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -12.89% | -2.71%-10.2pp | 0.15%-13.0pp | 418.27%-431.2pp |
| Employer contribution / active EE | $3,059 | $3,129-2.2% | $2,413+26.8% | $4,741-35.5% |
| Participant deferral / active EE | $7,635 | $4,693+62.7% | $3,985+91.6% | $6,401+19.3% |
| Admin fee / account holder | $189 | $9,132-97.9% | $6,835-97.2% | $11,429-98.3% |