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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 | $13,961 | $30,732-54.6% | $59,496-76.5% | $59,633-76.6% |
| Participation rate | 84.6% | 43.2%+41.4pp | 54.6%+30.1pp | 68.7%+15.9pp |
| Annual return | -2.99% | 4.47%-7.5pp | 182.05%-185.0pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $955 | $1,183-19.3% | $1,829-47.8% | $3,192-70.1% |
| Admin fee / account holder | $74 | $2,136-96.6% | $2,232-96.7% | $4,297-98.3% |