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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 | $41,130 | $140,578-70.7% | $100,671-59.1% | $125,389-67.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -3.44% | 24.67%-28.1pp | 20.43%-23.9pp | 282.24%-285.7pp |
| Employer contribution / active EE | $18,005 | $5,965+201.8% | $4,012+348.8% | $4,866+270.0% |
| Participant deferral / active EE | $11,362 | $3,981+185.4% | $3,144+261.4% | $5,352+112.3% |
| Admin fee / account holder | $38 | $6,716-99.4% | $4,850-99.2% | $9,541-99.6% |