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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 | $17,589 | $82,288-78.6% | $68,794-74.4% | $134,509-86.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.03% | -2.19%-11.8pp | -6.37%-7.7pp | 418.13%-432.2pp |
| Employer contribution / active EE | $2,901 | $3,301-12.1% | $2,656+9.2% | $4,741-38.8% |
| Participant deferral / active EE | $4,388 | $4,738-7.4% | $3,941+11.3% | $6,400-31.4% |
| Admin fee / account holder | $102 | $6,482-98.4% | $4,934-97.9% | $11,427-99.1% |