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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 | $38,964 | $56,197-30.7% | $67,652-42.4% | $59,633-34.7% |
| Participation rate | 76.7% | 71.5%+5.2pp | 75.7%+1.0pp | 68.7%+8.0pp |
| Annual return | -2.01% | 18508.10%-18510.1pp | 6625.40%-6627.4pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $616 | $1,615-61.8% | $2,266-72.8% | $2,203-72.0% |
| Participant deferral / active EE | $2,221 | $2,844-21.9% | $3,560-37.6% | $3,192-30.4% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |