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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 | $76,286 | $84,518-9.7% | $67,704+12.7% | $125,389-39.2% |
| Participation rate | 73.3% | 74.8%-1.5pp | 67.5%+5.8pp | 83.2%-9.9pp |
| Annual return | -1.55% | 2.57%-4.1pp | 25.41%-27.0pp | 282.24%-283.8pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,100 | $4,430+15.1% | $3,585+42.3% | $5,352-4.7% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |