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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 | $27,194 | $87,016-68.7% | $63,244-57.0% | $125,389-78.3% |
| Participation rate | 75.0% | 77.1%-2.1pp | 71.0%+4.0pp | 83.2%-8.2pp |
| Annual return | 0.55% | 21.71%-21.2pp | -70.31%+70.9pp | 282.24%-281.7pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,448 | $3,939-12.5% | $2,953+16.8% | $5,352-35.6% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |