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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 | $93,445 | $142,409-34.4% | $119,634-21.9% | $134,545-30.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.36% | -12.46%-4.9pp | -14.98%-2.4pp | 418.37%-435.7pp |
| Employer contribution / active EE | $3,063 | $5,224-41.4% | $4,232-27.6% | $4,742-35.4% |
| Participant deferral / active EE | $8,274 | $6,468+27.9% | $5,601+47.7% | $6,401+29.3% |
| Admin fee / account holder | $30 | $13,594-99.8% | $10,329-99.7% | $11,431-99.7% |