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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 | $62,623 | $78,694-20.4% | $67,652-7.4% | $125,389-50.1% |
| Participation rate | 70.6% | 78.8%-8.2pp | 75.7%-5.1pp | 83.2%-12.6pp |
| Annual return | -1.63% | 9.46%-11.1pp | 6625.40%-6627.0pp | 282.24%-283.9pp |
| Employer contribution / active EE | $847 | $3,044-72.2% | $2,266-62.6% | $4,866-82.6% |
| Participant deferral / active EE | $2,624 | $4,292-38.9% | $3,560-26.3% | $5,352-51.0% |
| Admin fee / account holder | $292 | $7,403-96.1% | $4,821-94.0% | $9,541-96.9% |