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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 | $25,989 | $105,867-75.5% | $90,760-71.4% | $134,532-80.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.63% | -10.99%-8.6pp | -12.16%-7.5pp | 418.27%-437.9pp |
| Employer contribution / active EE | $1,033 | $3,464-70.2% | $2,922-64.6% | $4,741-78.2% |
| Participant deferral / active EE | $2,420 | $5,217-53.6% | $4,565-47.0% | $6,401-62.2% |
| Admin fee / account holder | $206 | $13,936-98.5% | $8,444-97.6% | $11,429-98.2% |