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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 | $68,113 | $78,694-13.4% | $67,652+0.7% | $125,389-45.7% |
| Participation rate | 77.8% | 78.8%-1.0pp | 75.7%+2.1pp | 83.2%-5.4pp |
| Annual return | -0.53% | 9.46%-10.0pp | 6625.40%-6625.9pp | 282.24%-282.8pp |
| Employer contribution / active EE | $725 | $3,044-76.2% | $2,266-68.0% | $4,866-85.1% |
| Participant deferral / active EE | $3,164 | $4,292-26.3% | $3,560-11.1% | $5,352-40.9% |
| Admin fee / account holder | $79 | $7,403-98.9% | $4,821-98.4% | $9,541-99.2% |