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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 | $124,288 | $211,946-41.4% | $169,452-26.7% | $135,379-8.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.67% | 3.26%-6.9pp | 1.83%-5.5pp | 519.79%-523.5pp |
| Employer contribution / active EE | $3,764 | $5,117-26.4% | $4,157-9.5% | $4,779-21.2% |
| Participant deferral / active EE | $15,236 | $6,075+150.8% | $5,277+188.7% | $5,609+171.6% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |