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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 | $67,604 | $131,835-48.7% | $108,582-37.7% | $273,972-75.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.13% | -91.57%+100.7pp | -51.70%+60.8pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,817 | $4,913-42.7% | $3,758-25.1% | $4,869-42.2% |
| Participant deferral / active EE | $9,238 | $5,127+80.2% | $4,311+114.3% | $5,287+74.7% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |