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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 | $94,640 | $138,075-31.5% | $123,552-23.4% | $135,379-30.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.19% | 153.70%-153.5pp | 119.20%-119.0pp | 519.79%-519.6pp |
| Employer contribution / active EE | $1,980 | $5,152-61.6% | $4,628-57.2% | $4,779-58.6% |
| Participant deferral / active EE | $10,762 | $6,800+58.3% | $6,426+67.5% | $5,609+91.9% |
| Admin fee / account holder | $148 | $10,917-98.6% | $9,285-98.4% | $10,828-98.6% |