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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 | $27,753 | $56,197-50.6% | $67,652-59.0% | $59,633-53.5% |
| Participation rate | 85.5% | 71.5%+14.0pp | 75.7%+9.8pp | 68.7%+16.8pp |
| Annual return | -0.82% | 18508.10%-18508.9pp | 6625.40%-6626.2pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $10,909 | $1,615+575.6% | $2,266+381.5% | $2,203+395.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $144 | $3,958-96.4% | $4,821-97.0% | $4,297-96.7% |