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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 | $25,346 | $95,193-73.4% | $76,523-66.9% | $135,382-81.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.55% | 4.85%-9.4pp | -0.27%-4.3pp | 519.77%-524.3pp |
| Employer contribution / active EE | $2,288 | $3,302-30.7% | $2,647-13.6% | $4,779-52.1% |
| Participant deferral / active EE | $1,000 | $4,639-78.4% | $3,835-73.9% | $5,609-82.2% |
| Admin fee / account holder | $17 | $6,249-99.7% | $4,848-99.7% | $10,829-99.8% |