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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 | $55,376 | $95,188-41.8% | $76,518-27.6% | $135,380-59.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -3.92% | 4.85%-8.8pp | -0.27%-3.7pp | 519.81%-523.7pp |
| Employer contribution / active EE | $2,850 | $3,303-13.7% | $2,647+7.7% | $4,779-40.4% |
| Participant deferral / active EE | $5,690 | $4,640+22.6% | $3,836+48.3% | $5,609+1.4% |
| Admin fee / account holder | $73 | $6,249-98.8% | $4,849-98.5% | $10,828-99.3% |