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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 | $71,001 | $95,188-25.4% | $76,518-7.2% | $135,379-47.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.36% | 4.85%-14.2pp | -0.27%-9.1pp | 519.79%-529.2pp |
| Employer contribution / active EE | $3,129 | $3,303-5.2% | $2,647+18.2% | $4,779-34.5% |
| Participant deferral / active EE | $11,831 | $4,640+155.0% | $3,836+208.4% | $5,609+110.9% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |