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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 | $12,636 | $95,915-86.8% | $79,580-84.1% | $134,532-90.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.62% | -2.71%-10.9pp | 0.15%-13.8pp | 418.27%-431.9pp |
| Employer contribution / active EE | $6,638 | $3,129+112.2% | $2,413+175.0% | $4,741+40.0% |
| Participant deferral / active EE | $2,828 | $4,693-39.7% | $3,985-29.0% | $6,401-55.8% |
| Admin fee / account holder | $260 | $9,132-97.2% | $6,835-96.2% | $11,429-97.7% |