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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 | $64,877 | $107,809-39.8% | $90,657-28.4% | $135,379-52.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.91% | -0.90%-7.0pp | 1.89%-9.8pp | 519.79%-527.7pp |
| Employer contribution / active EE | $3,025 | $3,018+0.2% | $2,532+19.5% | $4,779-36.7% |
| Participant deferral / active EE | $6,227 | $3,872+60.8% | $3,424+81.9% | $5,609+11.0% |
| Admin fee / account holder | $72 | $5,931-98.8% | $4,994-98.6% | $10,828-99.3% |