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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 | $89,072 | $211,946-58.0% | $169,452-47.4% | $135,380-34.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.06% | 3.26%-7.3pp | 1.83%-5.9pp | 519.81%-523.9pp |
| Employer contribution / active EE | $12,034 | $5,117+135.2% | $4,157+189.5% | $4,779+151.8% |
| Participant deferral / active EE | $7,986 | $6,075+31.4% | $5,277+51.3% | $5,609+42.4% |
| Admin fee / account holder | $21 | $11,472-99.8% | $9,110-99.8% | $10,828-99.8% |