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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 | $53,905 | $81,840-34.1% | $63,412-15.0% | $125,393-57.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 67.1%+32.9pp | 83.2%+16.8pp |
| Annual return | -3.10% | -0.10%-3.0pp | 4.04%-7.1pp | 282.23%-285.3pp |
| Employer contribution / active EE | $17,113 | $2,377+620.1% | $1,814+843.3% | $4,866+251.7% |
| Participant deferral / active EE | $7,160 | $3,064+133.6% | $2,496+186.9% | $5,351+33.8% |
| Admin fee / account holder | $0 | $4,951-100.0% | $3,753-100.0% | $9,541-100.0% |