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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 | $44,085 | $211,946-79.2% | $169,452-74.0% | $135,380-67.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.75% | 3.26%-11.0pp | 1.83%-9.6pp | 519.81%-527.6pp |
| Employer contribution / active EE | $5,016 | $5,117-2.0% | $4,157+20.7% | $4,779+5.0% |
| Participant deferral / active EE | $8,761 | $6,075+44.2% | $5,277+66.0% | $5,609+56.2% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |