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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 | $32,049 | $95,915-66.6% | $79,580-59.7% | $134,532-76.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.91% | -2.71%-13.2pp | 0.15%-16.1pp | 418.27%-434.2pp |
| Employer contribution / active EE | $1,459 | $3,129-53.4% | $2,413-39.6% | $4,741-69.2% |
| Participant deferral / active EE | $4,351 | $4,693-7.3% | $3,985+9.2% | $6,401-32.0% |
| Admin fee / account holder | $150 | $9,132-98.4% | $6,835-97.8% | $11,429-98.7% |