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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 | $26,438 | $78,694-66.4% | $67,652-60.9% | $125,393-78.9% |
| Participation rate | 84.2% | 78.8%+5.4pp | 75.7%+8.5pp | 83.2%+1.0pp |
| Annual return | 0.54% | 9.46%-8.9pp | 6625.04%-6624.5pp | 282.23%-281.7pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,668 | $4,292-37.8% | $3,560-25.0% | $5,351-50.1% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |