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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 | $68,381 | $75,962-10.0% | $154,111-55.6% | $64,173+6.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.59% | 30.32%-34.9pp | 735.18%-739.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $31,556 | $3,350+842.0% | $5,298+495.6% | $2,381+1225.4% |
| Participant deferral / active EE | $19,228 | $3,175+505.7% | $5,081+278.5% | $3,470+454.2% |
| Admin fee / account holder | $246 | $5,589-95.6% | $13,411-98.2% | $4,887-95.0% |