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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 | $49,243 | $92,219-46.6% | $76,768-35.9% | $135,379-63.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.43% | 5.46%-11.9pp | 2.43%-8.9pp | 519.79%-526.2pp |
| Employer contribution / active EE | $2,457 | $3,216-23.6% | $2,485-1.1% | $4,779-48.6% |
| Participant deferral / active EE | $3,002 | $4,508-33.4% | $3,852-22.1% | $5,609-46.5% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |