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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 | $58,409 | $87,016-32.9% | $63,244-7.6% | $125,389-53.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 3.76% | 21.71%-18.0pp | -70.31%+74.1pp | 282.24%-278.5pp |
| Employer contribution / active EE | $2,514 | $3,601-30.2% | $2,322+8.3% | $4,866-48.3% |
| Participant deferral / active EE | $6,725 | $3,939+70.7% | $2,953+127.7% | $5,352+25.7% |
| Admin fee / account holder | $5 | $11,954-100.0% | $5,893-99.9% | $9,541-100.0% |