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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 | $59,043 | $97,881-39.7% | $80,004-26.2% | $125,388-52.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -3.46% | 9.36%-12.8pp | 7.63%-11.1pp | 282.24%-285.7pp |
| Employer contribution / active EE | $5,209 | $3,128+66.5% | $2,473+110.7% | $4,866+7.0% |
| Participant deferral / active EE | $10,250 | $3,744+173.8% | $3,204+220.0% | $5,352+91.5% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |