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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 | $49,072 | $90,320-45.7% | $59,496-17.5% | $125,389-60.9% |
| Participation rate | 83.3% | 68.3%+15.0pp | 54.6%+28.8pp | 83.2%+0.1pp |
| Annual return | -0.75% | 369.13%-369.9pp | 182.05%-182.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,506 | $1,792-15.9% | $1,153+30.6% | $4,866-69.1% |
| Participant deferral / active EE | $4,762 | $2,716+75.3% | $1,829+160.3% | $5,352-11.0% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |