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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 | $66,313 | $95,188-30.3% | $76,518-13.3% | $135,380-51.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.73% | 4.85%-10.6pp | -0.27%-5.5pp | 519.81%-525.5pp |
| Employer contribution / active EE | $14,295 | $3,303+332.8% | $2,647+440.0% | $4,779+199.1% |
| Participant deferral / active EE | $6,337 | $4,640+36.6% | $3,836+65.2% | $5,609+13.0% |
| Admin fee / account holder | $235 | $6,249-96.2% | $4,849-95.1% | $10,828-97.8% |