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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 | $43,572 | $95,915-54.6% | $79,580-45.2% | $134,532-67.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -2.35% | -2.71%+0.4pp | 0.15%-2.5pp | 418.27%-420.6pp |
| Employer contribution / active EE | $1,000 | $3,129-68.0% | $2,413-58.6% | $4,741-78.9% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4 | $9,132-100.0% | $6,835-99.9% | $11,429-100.0% |