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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 | $48,991 | $92,219-46.9% | $76,768-36.2% | $135,379-63.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.42% | 5.46%-10.9pp | 2.43%-7.9pp | 519.79%-525.2pp |
| Employer contribution / active EE | $7,286 | $3,216+126.6% | $2,485+193.2% | $4,779+52.5% |
| Participant deferral / active EE | $5,250 | $4,508+16.4% | $3,852+36.3% | $5,609-6.4% |
| Admin fee / account holder | $72 | $10,749-99.3% | $6,675-98.9% | $10,828-99.3% |