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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 | $216,837 | $78,694+175.5% | $67,652+220.5% | $125,389+72.9% |
| Participation rate | 73.7% | 78.8%-5.1pp | 75.7%-2.0pp | 83.2%-9.5pp |
| Annual return | -0.75% | 9.46%-10.2pp | 6625.40%-6626.2pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,223 | $3,044-59.8% | $2,266-46.0% | $4,866-74.9% |
| Participant deferral / active EE | $1,791 | $4,292-58.3% | $3,560-49.7% | $5,352-66.5% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |