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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 | $60,355 | $167,352-63.9% | $143,788-58.0% | $134,509-55.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.81% | 0.47%-19.3pp | -0.03%-18.8pp | 418.13%-436.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $20,500 | $6,447+218.0% | $5,638+263.6% | $6,400+220.3% |
| Admin fee / account holder | $274 | $18,091-98.5% | $14,675-98.1% | $11,427-97.6% |