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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 | $60,148 | $158,852-62.1% | $121,220-50.4% | $135,380-55.6% |
| Participation rate | 88.9% | 79.3%+9.6pp | 71.8%+17.1pp | 82.6%+6.2pp |
| Annual return | -4.00% | -0.64%-3.4pp | 16.94%-20.9pp | 519.81%-523.8pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $296 | $4,006-92.6% | $3,345-91.2% | $5,609-94.7% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |