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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 | $95,699 | $95,188+0.5% | $76,518+25.1% | $135,380-29.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.12% | 4.85%-13.0pp | -0.27%-7.9pp | 519.81%-527.9pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,077 | $4,640-55.2% | $3,836-45.8% | $5,609-63.0% |
| Admin fee / account holder | $257 | $6,249-95.9% | $4,849-94.7% | $10,828-97.6% |