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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 | $31,512 | $69,541-54.7% | $59,899-47.4% | $135,380-76.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.94% | 7.95%-16.9pp | 3.46%-12.4pp | 519.81%-528.7pp |
| Employer contribution / active EE | $3,782 | $3,236+16.9% | $2,723+38.9% | $4,779-20.9% |
| Participant deferral / active EE | $4,439 | $4,206+5.6% | $3,402+30.5% | $5,609-20.9% |
| Admin fee / account holder | $94 | $5,737-98.4% | $3,592-97.4% | $10,828-99.1% |