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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 | $66,148 | $133,981-50.6% | $112,249-41.1% | $134,532-50.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.28% | 47.16%-62.4pp | 27.48%-42.8pp | 418.27%-433.6pp |
| Employer contribution / active EE | $1,727 | $4,040-57.3% | $3,636-52.5% | $4,741-63.6% |
| Participant deferral / active EE | $11,819 | $5,292+123.3% | $4,729+149.9% | $6,401+84.6% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |