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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 | $62,849 | $92,219-31.8% | $76,768-18.1% | $135,379-53.6% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -7.63% | 5.46%-13.1pp | 2.43%-10.1pp | 519.79%-527.4pp |
| Employer contribution / active EE | $1,557 | $3,216-51.6% | $2,485-37.3% | $4,779-67.4% |
| Participant deferral / active EE | $9,508 | $4,508+110.9% | $3,852+146.9% | $5,609+69.5% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |