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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 | $44,521 | $45,566-2.3% | $64,105-30.5% | $59,632-25.3% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 0.22% | 4.95%-4.7pp | 791.24%-791.0pp | 2041.32%-2041.1pp |
| Employer contribution / active EE | $2,384 | $934+155.2% | $1,820+31.0% | $2,203+8.2% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $234 | $3,268-92.8% | $4,499-94.8% | $4,297-94.5% |