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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 | $73,860 | $78,694-6.1% | $67,652+9.2% | $125,393-41.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.71% | 9.46%-11.2pp | 6625.04%-6626.7pp | 282.23%-283.9pp |
| Employer contribution / active EE | $1,947 | $3,044-36.0% | $2,266-14.1% | $4,866-60.0% |
| Participant deferral / active EE | $3,423 | $4,292-20.2% | $3,560-3.8% | $5,351-36.0% |
| Admin fee / account holder | $128 | $7,403-98.3% | $4,821-97.3% | $9,541-98.7% |