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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 | $42,346 | $105,867-60.0% | $90,760-53.3% | $134,532-68.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.53% | -10.99%+0.5pp | -12.16%+1.6pp | 418.27%-428.8pp |
| Employer contribution / active EE | $11,625 | $3,464+235.6% | $2,922+297.9% | $4,741+145.2% |
| Participant deferral / active EE | $7,027 | $5,217+34.7% | $4,565+53.9% | $6,401+9.8% |
| Admin fee / account holder | $53 | $13,936-99.6% | $8,444-99.4% | $11,429-99.5% |