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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 | $41,350 | $92,219-55.2% | $76,767-46.1% | $135,380-69.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.04% | 5.46%-6.5pp | 2.43%-3.5pp | 519.81%-520.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,353 | $4,508+107.4% | $3,852+142.8% | $5,609+66.7% |
| Admin fee / account holder | $153 | $10,749-98.6% | $6,675-97.7% | $10,828-98.6% |