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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 | $53,000 | $107,809-50.8% | $90,657-41.5% | $135,380-60.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.63% | -0.90%-6.7pp | 1.89%-9.5pp | 519.81%-527.4pp |
| Employer contribution / active EE | $398 | $3,018-86.8% | $2,532-84.3% | $4,779-91.7% |
| Participant deferral / active EE | $604 | $3,872-84.4% | $3,424-82.4% | $5,609-89.2% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |