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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 | $51,251 | $100,792-49.2% | $86,691-40.9% | $134,509-61.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -6.93% | 29.08%-36.0pp | 35.94%-42.9pp | 418.13%-425.1pp |
| Employer contribution / active EE | $2,420 | $3,491-30.7% | $2,837-14.7% | $4,741-49.0% |
| Participant deferral / active EE | $11,757 | $5,339+120.2% | $4,656+152.5% | $6,400+83.7% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |