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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 | $26,000 | $105,867-75.4% | $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 | -20.00% | -10.99%-9.0pp | -12.16%-7.8pp | 418.27%-438.3pp |
| Employer contribution / active EE | $3,453 | $3,464-0.3% | $2,922+18.2% | $4,741-27.2% |
| Participant deferral / active EE | $11,683 | $5,217+123.9% | $4,565+155.9% | $6,401+82.5% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |