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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 | $72,766 | $95,917-24.1% | $79,583-8.6% | $134,545-45.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -3.76% | -2.70%-1.1pp | 0.16%-3.9pp | 418.37%-422.1pp |
| Employer contribution / active EE | $15,881 | $3,129+407.5% | $2,414+557.9% | $4,742+234.9% |
| Participant deferral / active EE | $13,770 | $4,694+193.4% | $3,986+245.5% | $6,401+115.1% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |