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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 | $65,055 | $86,701-25.0% | $73,309-11.3% | $125,389-48.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.70% | 2.78%-4.5pp | 5.67%-7.4pp | 282.24%-283.9pp |
| Employer contribution / active EE | $16,417 | $4,152+295.4% | $3,237+407.1% | $4,866+237.4% |
| Participant deferral / active EE | $8,902 | $5,549+60.4% | $4,991+78.4% | $5,352+66.3% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |