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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 | $91,165 | $105,867-13.9% | $90,760+0.4% | $134,532-32.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -8.59% | -10.99%+2.4pp | -12.16%+3.6pp | 418.27%-426.9pp |
| Employer contribution / active EE | $1,619 | $3,464-53.3% | $2,922-44.6% | $4,741-65.9% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |