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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 | $34,760 | $78,694-55.8% | $67,652-48.6% | $125,389-72.3% |
| Participation rate | 94.1% | 78.8%+15.3pp | 75.7%+18.5pp | 83.2%+10.9pp |
| Annual return | -0.51% | 9.46%-10.0pp | 6625.40%-6625.9pp | 282.24%-282.8pp |
| Employer contribution / active EE | $2,462 | $3,044-19.1% | $2,266+8.7% | $4,866-49.4% |
| Participant deferral / active EE | $5,784 | $4,292+34.8% | $3,560+62.5% | $5,352+8.1% |
| Admin fee / account holder | $55 | $7,403-99.3% | $4,821-98.9% | $9,541-99.4% |