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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 | $72,924 | $158,852-54.1% | $121,220-39.8% | $135,379-46.1% |
| Participation rate | 91.7% | 79.3%+12.4pp | 71.8%+19.9pp | 82.6%+9.0pp |
| Annual return | -6.98% | -0.64%-6.3pp | 16.94%-23.9pp | 519.79%-526.8pp |
| Employer contribution / active EE | $3,834 | $5,666-32.3% | $4,023-4.7% | $4,779-19.8% |
| Participant deferral / active EE | $6,405 | $4,006+59.9% | $3,345+91.5% | $5,609+14.2% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |