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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 | $24,703 | $53,546-53.9% | $69,890-64.7% | $68,490-63.9% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | 1.65% | -13.87%+15.5pp | 190.84%-189.2pp | -7.85%+9.5pp |
| Employer contribution / active EE | $9,056 | $2,019+348.6% | $2,560+253.7% | $2,597+248.7% |
| Participant deferral / active EE | $5,688 | $2,957+92.4% | $3,848+47.8% | $4,028+41.2% |
| Admin fee / account holder | $60 | $4,693-98.7% | $6,267-99.0% | $5,403-98.9% |