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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 | $62,452 | $69,541-10.2% | $59,899+4.3% | $135,380-53.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.58% | 7.95%-12.5pp | 3.46%-8.0pp | 519.81%-524.4pp |
| Employer contribution / active EE | $5,188 | $3,236+60.3% | $2,723+90.5% | $4,779+8.6% |
| Participant deferral / active EE | $10,712 | $4,206+154.7% | $3,402+214.8% | $5,609+91.0% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |