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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 | $61,731 | $167,353-63.1% | $143,797-57.1% | $134,545-54.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.84% | 0.48%-10.3pp | -0.04%-9.8pp | 418.37%-428.2pp |
| Employer contribution / active EE | $2,155 | $5,620-61.7% | $4,952-56.5% | $4,742-54.6% |
| Participant deferral / active EE | $4,732 | $6,447-26.6% | $5,638-16.1% | $6,401-26.1% |
| Admin fee / account holder | $12 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |