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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 | $52,705 | $56,200-6.2% | $67,653-22.1% | $59,633-11.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.97% | 18506.71%-18507.7pp | 6625.22%-6626.2pp | 2041.40%-2042.4pp |
| Employer contribution / active EE | $2,866 | $1,615+77.5% | $2,266+26.5% | $2,203+30.1% |
| Participant deferral / active EE | $4,373 | $2,843+53.8% | $3,560+22.9% | $3,192+37.0% |
| Admin fee / account holder | $190 | $3,959-95.2% | $4,821-96.1% | $4,297-95.6% |