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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 | $34,824 | $59,633-41.6% | $279,946-87.6% | $59,633-41.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 79.3%+20.7pp | 68.7%+31.3pp |
| Annual return | -0.19% | 2041.45%-2041.6pp | 5.50%-5.7pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $2,612 | $2,203+18.6% | $4,807-45.7% | $2,203+18.6% |
| Participant deferral / active EE | $3,571 | $3,192+11.9% | $6,085-41.3% | $3,192+11.9% |
| Admin fee / account holder | $38 | $4,297-99.1% | $13,889-99.7% | $4,297-99.1% |