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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 | $58,267 | $78,694-26.0% | $67,652-13.9% | $125,389-53.5% |
| Participation rate | 94.1% | 78.8%+15.3pp | 75.7%+18.5pp | 83.2%+10.9pp |
| Annual return | 0.63% | 9.46%-8.8pp | 6625.40%-6624.8pp | 282.24%-281.6pp |
| Employer contribution / active EE | $1,026 | $3,044-66.3% | $2,266-54.7% | $4,866-78.9% |
| Participant deferral / active EE | $5,823 | $4,292+35.7% | $3,560+63.6% | $5,352+8.8% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |