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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 | $218,665 | $95,917+128.0% | $79,583+174.8% | $134,545+62.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -3.60% | -2.70%-0.9pp | 0.16%-3.8pp | 418.37%-422.0pp |
| Employer contribution / active EE | $1,281 | $3,129-59.1% | $2,414-46.9% | $4,742-73.0% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |