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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 | $85,805 | $135,645-36.7% | $110,243-22.2% | $135,379-36.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.83% | 513.24%-518.1pp | 314.76%-319.6pp | 519.79%-524.6pp |
| Employer contribution / active EE | $1,543 | $4,907-68.6% | $3,827-59.7% | $4,779-67.7% |
| Participant deferral / active EE | $5,822 | $5,507+5.7% | $4,672+24.6% | $5,609+3.8% |
| Admin fee / account holder | $273 | $11,458-97.6% | $8,548-96.8% | $10,828-97.5% |