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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 | $61,382 | $87,016-29.5% | $63,244-2.9% | $125,389-51.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -1.72% | 21.71%-23.4pp | -70.31%+68.6pp | 282.24%-284.0pp |
| Employer contribution / active EE | $5,395 | $3,601+49.8% | $2,322+132.3% | $4,866+10.9% |
| Participant deferral / active EE | $6,755 | $3,939+71.5% | $2,953+128.7% | $5,352+26.2% |
| Admin fee / account holder | $124 | $11,954-99.0% | $5,893-97.9% | $9,541-98.7% |